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Individual Savings Account (ISA's)

ISA's are the best way to getting into diversifying your savings. You can have two types of ISA's; cash ISA and Stocks and Shares ISA. 

At Paul Fenton Financial Services, we specialize in giving advice on stocks and shares ISA's.

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Why A Stocks And Shares ISA?

Since their introduction in 1999, ISAs, have become one of the most popular and tax-efficient ways to invest and save for the future

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Stocks and shares ISA allowance remains at £20,000 for the 2024/ 2025 tax year and now allows full flexibility in how you can invest and withdraw your savings.

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Our stocks and shares ISA are managed by award winning investment portfolio managers and allow you to diversify your savings journey. we also make sure to take your needs and attitudes to risk into account. The service doesn’t stop when you start investing. Regular reviews allow us to tweak your portfolio as your needs or market conditions change. This is the best way to stay prepared and on track to meet your financial goals.

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34 Fore Street,

Chard,

Somerset,

TA20 1PT

England

United Kingdom

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Contact us:

01460 68222

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The guidance and/or information on this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

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Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. 21/07/2023

© 2021 Paul Fenton Financial Services

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