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.

The value of an investment with St. James’s Place will be directly linked to the performance of funds you select and the value can therefore go down as well as up. You may get back less than you invested.

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If you would like more information, please contact Wellesley Wealth Advisory on 01444244551 or via email at info@wellesleywa.co.uk

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