An ISA (Individual Savings Account) can be used to save for anything, from short or long term saving to retirement planning, providing you with tax efficiency and flexibility.
Since the Chancellor announced the ground-breaking changes to ISAs in the March 2014 Budget, the ability to save more through greater flexibility and bigger tax breaks provides an increasingly attractive way to save for short or long-term up to the annual ISA allowance of £20,000 for 2018/19.
We create a personalised and well-diversified portfolio that is completely bespoke to you, and matches the risks that you as an investor are prepared to take. With a regular review, we will ensure that your portfolio is adjusted to reflect the ever-changing needs and markets.
JISAs (Junior Individual Savings Accounts) are a simple, flexible and tax-efficient way of saving for the younger generation.
Ian Howard has been with Wellesley since 2006, and has been in the industry since 1990. People often ask Ian what he does: he says, simply, “I help people”.
With such a myriad of choices out there, Ian always asks clients what it is they do or don’t want to do, and takes it from there. Once he’s established a relationship with a client, he likes to keep in touch regularly to stay up to date with their interests – once they’re happy, he’s happy!
Out of Hours: Ian is married to Julie, and they live in East Preston with their two young sons, Louis and Harry, as well as Sid the dog. He would like to find some free time, however, being a Nottingham Forest fan, it’s probably best not to spend too much free time following sport!