Investments : Individual Savings Accounts (ISAs)

Individual Savings Accounts were introduced by the current Government in 1999. They allow individuals to invest sums into either cash, unit trusts or shares within a tax-efficient wrapper. The choice of ISAs on the market it mind-boggling and it is difficult to pick to those funds which will be the long-term winners.

With almost 40 years experience, our investment advisers can recommend the right ISA for you, using proven techniques of analysis.

Click here to find out more about the rules of ISAs.

Equities are generally a higher return investment compared to other classes of assets over the long term. But you need to be aware of the following risks:

The capital value of units purchased through these plans, and the income which they can produce, can fall as well as rise depending on Stock Market conditions and the demand for the security on the open market.
Investments for equities should be considered for the medium to long term, as if you encash the investment in the early years or at a time when the markets have moved against you, you may get back less than you originally invested.
Past performance is no guarantee of future returns and independent advice should be sought as to the best investment route for your personal circumstances.

Charlwood Leigh Limited
Registered Office: Cameron House, Church Street, Leatherhead, Surrey, KT22 8EF, UK. Registered in England 2436806.
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Charlwood Leigh is authorised and regulated by the Financial Services Authority (FSA) , and subscribes to the Mortgage Code.