Individual Savings Accounts (ISAs/New ISAs) are tax-efficient savings and investment accounts on which you pay no income tax and any growth is free from capital gains tax. Your investment can be made into either a cash ISA or a stocks and shares ISA but there is a limit as to how much you can invest each tax year
All new ISAs are now known as NISAs
Are you looking to set up a new ISA?
Are you looking to transfer an existing ISA (which may be an old ISA/PEP) into something more suitable, for example moving from cash to stocks and shares?
With our advisers having combined experience of over 35 years advising their clients, you can rest assured that we have the knowledge and experience needed to create a bespoke portfolio for you tailored to your personal circumstances.
No matter what you are looking for our team are here to help and all you need to do is give us a call today on 01635 551926 to arrange your completely free consultation.
We would like to say that 'Until 2004 we managed our own investments but then saw in a daily newspaper that Dawn was 2nd in a competition for the UK's best female financial advisor. She was based near us and we went for an initial meeting where we found her very straightforward and informative. She has invested since in areas far beyond our limited expertise and has increased our portfolio and managed it to our entire satisfaction. We are worry free, trust her implicitly and it was the best financial decision we ever made. We are able to keep in good contact with her and we look on her as a friend as much as an advisor. We would feel genuinely lost without her.
Dawn started looking after my pension around 1990. A target was set for each year and I was supplied with an annual detailed review showing progress. She has always made herself available either on the phone, in person, or by email if there were any queries or just to chat about the overall state of play. I followed Dawn’s instructions over the years with the result that by 2012 pension funds had grown to target and I was able to take the pension earlier than predicted and it allowed me to work part-time. I value Dawn’s advice and she continues to steer my savings. Without her I feel I would not have had such a good result.
Thanks to Dawn Slater's invaluable, dedicated and totally reliable advice over several years I can quite simply say that I am more than happy to continue relying upon Dawn Slater Wealth Management to advise and invest for me.