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Which ISA?
As ISAs are not suitable for everyone,
we have the facility to provide independent investment
advice. However, this can only be done on the
completion of a Fact Find which will provide us
with the full details of your personal and financial
circumstances and objectives, which would normally
require a face-to-face meeting.
Please note, however, if you have already
taken out a Mini Cash ISA and Mini Stock Market
ISA or a Maxi ISA in the current tax year, you
cannot effect a further ISA until after 5th April
2001. Under these circumstances, we can offer
alternative contracts that can be automatically
switched to ISAs from the start of the new tax
year. |