If your unsure on how we could help you, or just looking for a little help, leave your details and one of the team will call you back for a quick chat.
Call us now on 0161 413 7051
If your unsure on how we could help you, or just looking for a little help, leave your details and one of the team will call you back for a quick, informal chat.
Home > Investment Advice > ISA Investment Check
It’s important that you know how well your current investments are performing so first and foremost our ISA assessment service tells you just that. We’ll then get to know your individual circumstances and do some digging to see if there are more suitable, tax-efficient investment products for you on the market.
Our stocks and shares ISA assessment will give you a thorough understanding of how your current investments are performing, ﬁnd out your individual circumstances and investigate if there are more suitable products for you on the market. Our ISA assessment covers:
If you meet the minimum criteria, once we have assessed your ISA and the investments that account contains, we will search across the market to find out if there are more suitable, and potentially better-performing products.
Your financial adviser will then deliver a comprehensive report, including financial advice that will enable you to make informed decisions regarding your investment ISAs. Tax treatment depends on the individual circumstances of each client and maybe subject to change in future.
Hilltop Financial Planning is a trading style of Hilltop Finance Limited. Hilltop Finance is authorised and regulated by the Financial Conduct Authority under number 787803.
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Our ISA assessment will give you a thorough understanding of how your current investments are performing, ﬁnd out your individual circumstances and investigate if there are more suitable products for you on the market.
We’re committed to going the extra mile, holding your needs and requirements at the centre of our trusted advice. Everybody is different, and the financial advice we deliver reflects that. Our professional advice is always relevant, personalised and tailored to you.
Even after you’ve done your research, you’ll probably still have some questions. Why not give one of our friendly team a call and explore whether financial planning advice might be right for you.
Call now on 0161 413 7051
Mon to Thurs 9am – 5pm and Fridays 9am – 4pm
Should you have any queries about our investment services, or if you can’t find what you’re looking for simply get in touch with our friendly team who are here to answer any questions you might have.
As of the tax year 2023/2024, the maximum amount you can invest in an ISA is £20,000.
Yes, you can transfer your ISA from one provider to another without losing its tax-free status. However, it’s important to follow the correct transfer process to avoid penalties or losing any benefits.
Yes, ISA investments are generally considered safe, depending on the type of ISA you choose. Cash ISAs are low-risk, while Stocks and Shares ISAs carry a higher level of risk.
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