Is your ISA up to date?
Until the 5th of April 2014, an eligible investor can invest up to £11,520 into a tax efficient ISA product for the 2013/2014 tax year but no part of an annual ISA allowance can be carried forward.
An ISA from James Brearley & Sons provides access to a wide range of investments, for example equities or fixed interest securities and collective investment schemes.
It will also allow you to amalgamate any existing ISAs that are held with other managers, which would reduce your paperwork making it easier to monitor and manage your investments.
So if you still have to utilise your 2013/2014 allowance, are considering the merits of consolidating your existing ISAs or looking for help to manage your portfolio we would be happy to meet with you.
Email firstname.lastname@example.org or contact your existing regional office