Individual Savings Accounts (ISAs) with Paul Wren
Call 01444251893
Individual Savings Accounts (ISAs)
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.
The account must be opened by the child’s parent or guardian, although anyone can contribute
Up to £4,260 can be invested per child for the 2018/19 tax year
There is no personal taxation on any capital growth or income received
Investments are flexible, you can invest a lump sum or make regular contributions
Only the child can withdraw the money, and only after he or she is 18
The JISA account automatically becomes an ISA from the age of 18 if the money is not taken, with the child as the plan owner
The law has recently changed to allow parents to transfer Child Trust Fund accounts into Junior ISAs
To have an initial conversation with Paul,
please call 01444251893
Paul Wren – Senior Adviser
Paul Wren started his career in financial services as a qualified Mortgage Adviser, working for large estate agent groups until he moved into financial planning in 2008.
He worked for large banks including HSBC and Barclays, until being asked to join Wellesley in 2015. Now, as an Adviser, Paul specialises in inheritance tax planning and retirement planning.
Out of Hours: Paul lives in Reigate with his wife, Helen, and his two children, Faith and Eddie. He really enjoys spending time with his family and has a love of technology.
Watch this short video to find out more about Paul Wren or get in touch by calling 01444251893
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Wellesley Wealth Advisory & St. James’s Place Wealth Management
For Investment Management, as a Principal Partner Practice of St. James’s Place Wealth Management, we have access to a variety of carefully-selected fund managers of outstanding ability to manage the St. James’s Place funds.
Our Approach
Our approach with St James’s Place offers our clients a real opportunity to diversify their investments by spreading their money across funds managed by who St. James’s Place believe to be first-class managers with different styles. It also enables St. James’s Place to change any managers at short notice if they have lost confidence in them, without any inconvenience to our clients.
We believe the process we follow provides our clients with the best chance to achieve superior returns over the medium to long term from expert investment management.
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