SMART BUSINESSES PLAN AHEAD.
ENCOURAGE YOUR EMPLOYEES TO USE THEIR ANNUAL ISA TAX ALLOWANCE
Investing into ISAs should be easy!
Don’t want to pay expensive advice fees or buy a “DIY ISA”?
There is another way…
Our clients have told us they want a convenient, low-cost way to get straightforward investment advice with access to leading ISA funds…
That’s why we teamed up with Old Mutual Wealth, one of the UK’s leading investment companies, to provide our
Simplified Advice Stocks and Shares ISA
The value of investments can fall as well as rise and you can get back less than you invested
Old Mutual Wealth is a leading retail investment business in the UK and internationally, that aims to help people secure their future, offering access to award-winning funds and who currently oversee *As at 31st December 2014 billion in customer investments.
We only recommend products provided by Old Mutual Wealth via this simplified service.
**The ‘Simplified Advice Stocks and Shares ISA’ invests in assets (such as shares and corporate bonds) whose price will fluctuate over time. The value of your investment can fall as well as rise and you can get back less than you invested.**
Ablestoke Financial Planning LLP’s Registration Number is OC367708 and place of registration is England. The Company Registered Office is Admirals Offices, Main Gate Road, The Historic Dockyard, Chatham, Kent, ME4 4TZ.
Ablestoke Financial Planning LLP is an appointed representative of Intrinsic Financial Planning Limited and Intrinsic Mortgage Planning Limited, which is authorised and regulated by the Financial Conduct Authority. Intrinsic Financial Planning Limited and Intrinsic Mortgage Planning Limited are entered on the FCA Register under reference 440703 and 440718. The term partner is used to refer to a member of Ablestoke Financial Planning LLP.
The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested.
Auto enrolment is not regulated by the Financial Conduct Authority.