25th September 2017

The Current ISA Range in 2017

The 2016 budget brought to six the different versions of ISA range currently open. ISA Type Brief Overview Cash ISA Available to anyone over 16, with the ISA limit increased to £20,000 in April 2017. Equity (Stocks & Shares) ISA Available to over 18s. Investments can include not only individual stocks & shares but also […]

What do we mean by risk profiling?

When carrying out risk profiling, we use a five step, 10 question risk profile planning tools developed independently to ensure consistency and avoid questioner bias. This process helps us to build a deeper insight into your requirements and checks the extent of your understanding. As a result of the answers given and the conversations they […]