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.

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or call us now on 0161 413 7051

Important information: Our website offers information about investing and saving, but not personal advice. If you’re not sure which services are right for you, please request advice from Hilltop’s independent financial advisers. Remember that investments can go up and down in value, so you could get back less than you put in.

How does our ISA assessment work?

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:

The growth performance of your current investments

How accessible your current ISA products are

Get the value of investments contained within your ISA

Assess your attitude to financial risk and the risk level of your ISA

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.

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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 investment Service

What does our ISA assessment service cover?

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.

Investment Performance

If your current ISA is valued over £20,000, our advisers will check the type of your current ISA investment, it’s growth rate, risk level and compare across the market. They will make expert recommendations that could add value quickly to your savings.

ISA Advice

If you have £20,000 to invest and currently have not invested in an ISA this year, our team can carry out a full attitude to ﬁnancial risk check and scour across the market to advise you on the most suitable investment for your money. Depending on our professional assessment, this could be a stocks and shares ISA, cash ISA or a lifetime ISA product.

Whole Market Check

We’re independent and not tied to any provider, so can search across the market to find the most suitable ISA product for your needs.

Expert advice in three simple steps

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.

Get in touch

Give us a call on 0161 413 7051 or let us know when you’d like us to call back. A friendly advisor will discuss your enquiry to get a better understanding of your situation.

Analyse and report

As soon as you give us authority to work on your behalf, our team will get started analysing your pensions to produce an in-depth report and assess against the market.

The choice is yours

Your adviser will deliver their assessment and ensure you fully understand the advice given. Now you will be able to make informed decisions.

Talk to us

Pop the kettle on and give us a call

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
We’re open:
Mon to Thurs 9am – 5pm and Fridays 9am – 4pm

Or arrange a callback

Frequently asked Questions.

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.

Hi there!

We just need to take a few more details to understand what we can help you with and when is convenient for us to call you back. Gives you a chance to pop the kettle on ☕

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