We’ve provided tailored investment advice to clients for over a decade, with a knowledgeable team who can help you find the best options for your investment portfolio. With our expertise and personalised support, you can confidently navigate the world of investments, making informed decisions for the future of your finances.
Let us take the complexity out of setting up and managing a stocks and shares ISA. Book a no-obligation consultation or call us on 01202 695 801.
The value of an ISA with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than you invested.
The favourable tax treatment of ISAs may be subject to changes in legislation in the future.
A stocks and shares ISA allows you to invest in a variety of options, including:
In an age where the online world is at our fingertips, why shouldn’t your wealth management be there as well? Our Online Services allow you to access all your wealth investments in one smart place. Whether you’re already registered, or just about to, here are some great features that can help you get the most from your online account.
Registering for Online Services with an activation code allows instant access. If you haven’t got a code, please contact your adviser. Registering online ensures all information is password protected.
Set your communication preferences to receive your digital reports and electronic correspondence.
Make online debit card payment for ISA and any JISA top ups with a debit card
linked to your account, on demand and at a time that suits you. Make payments to Unit Trusts, Retirement Accounts and new ISAs. (Speak to your adviser in order to get this process started) View the value of your investments in a range of currencies and see a breakdown of
this valuation. Instant notifications when a new document is available to view.
For every client opting for paperless correspondence, St. James’s Place will donate £5,to the St. James’s Place Charitable Foundation.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The favourable tax treatment of ISAs may not be maintained in the future and is subject to changes in legislation.
Less well-known is that children can also have a pension fund as soon as they are born – and setting one up can bring significant tax advantages. Even if your child is a non-taxpayer, they will still get basic-rate tax relief on contributions. That means a maximum of £2,880 a year is automatically grossed up to take account of tax at 25%, giving an annual investment of £3,600
Opening a stocks and shares ISA can be a beneficial option for both beginner and seasoned investors. Here are some of the key reasons why:
Stocks and Shares ISAs do not provide the security of capital which is characteristic of a deposit with a bank or building society.
At Lester Brunt, we’ve been helping people make the most of their stocks and shares ISAs for over a decade. We’re not just here to open an account for you; we’ll be available to continually offer guidance as and when you need it, throughout your investment journey.
Our approach to investments and financial planning is centred around considering you as an individual. We take into account your risk appetite and lifestyle in order to offer a fully personalised advice with a holistic approach.
Book a no-obligation consultation or call us on 01202 695 801 – we’re always happy to answer your questions and explain our service in more detail, so don’t hesitate to reach out.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.
For more details about services that we offer reach out to us on 01202 695801, or click the button below.
