- Advise you whether ISAs make sense for you in terms of your particular needs and objectives.
- Review your existing ISA holdings to see if they still meet your aims and circumstances.
- Recommend the most appropriate ISA for you in terms of asset allocation. The decision whether to invest in cash, fixed interest, property equities or a mix should be taken in the context of your overall risk profile, the asset allocation of your other investment holdings and, to some extent, your tax position.
- Ensure that our planning assumptions are factually correct, and that our recommendations fit in with your overall tax and financial planning.
- Advise you on strategies to minimise the tax on your investments.
- Provide you with ongoing information about the progress of your investments on the basis agreed with you.
- Revise your investments from time to time and as agreed, to ensure that they continue to match your needs and circumstances.
Knowledge Bank >
Investment >
ISAs
07: How we can help
Investment is a specialist area and can only be conducted by authorised advisers. We can:
The value of your investments - and the income from them - can fluctuate and it is possible that you might not get back a significant amount of your investment. Past performance is not a guide to future performance and may not be repeated.
