What does our 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.
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.
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 the whole of the market to advise you on the best 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 ﬁnd the best and most suitable ISA product for your needs.
What is an Individual Savings Account?
An ISA (Individual Savings Account) is one of the most popular forms of savings account within the UK. During the 2017-2018 tax year, over 10.8 million people had invested money within an ISA whether that be a cash ISA, stocks and shares ISA or a help-to-buy product.
But, with so many different ISA products and providers available, it can be diﬃcult to understand what you’re invested in and whether your investments are performing compared to the market.Arrange a callback
Expert advice in three simple steps.
With so many diﬀerent ISA products and providers available, it can be diﬃcult to understand what you’re invested in and whether that’s giving you rate of return for your money.
Complete our short enquiry form
Complete our short form and our team will call you so we can 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 investments to produce an in-depth report and assess against the market.
You can make an informed decision
Your financial adviser will deliver their assessment and ensure you fully understand the advice given. Now you will be able to make informed decisions about your finances.