Individual Savings Accounts (ISAs)

We provide a comprehensive advisory and selection service relative to the whole range of ISAs currently available on the market. Simply let us have your details by telephone, post, fax or e-mail us, together with the amount you wish to invest in the current year, and we will forward a written report recommendation with reasons why.

Click here to view a flow chart that will enable you to select the ISA that best suits you.

Unit trusts are one of the most effective ways for an individual to invest in stocks, shares and bonds. Each fund pulls together the many individual sums invested by unitholders and the manager can invest the resulting total fund on their behalf more effectively and efficiently than would be possible for a series of individual small amounts. Unit trusts are not themselves liable to Capital Gains Tax although a unitholder may have some liability on their eventual disposal.

Different types of funds can be designed to meet different needs, each offering a spread of risk, expert investment management and tax efficiency. In order for you to get your money working for your future in the manner you want to see it working, we will take the time to review your situation and circumstances together with taking into consideration your personal views and only then at that time, will we make a recommendation to you.

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