Services: ISA Direct Offer

Do you like the idea of an ISA, but don't have the time or budget to pay for a full bespoke investment recommendation?

Exclusive Offer for TISCO Financial Planning Limited Customers

We appreciate that some of our clients do not have the time or the budget for formal investment advice, but they would still like to take advantage of their annual Stocks and Shares ISA allowance.

We are therefore pleased to be able to offer a "direct offer" ISA service to allow you to utilise your 2011/2012 Stocks and Shares ISA. For more information you can download our workplace ISA brochure  

Should you prefer a fully advised investment service please contact us for details. Please be advised there may be a fee for this service.

Do you know what your investments are worth?

If you’re a typical investor, you’ll have made a range of different investments over the past few years. The question is, are they all delivering what you want and expect – if, that is, you are properly tracking them at all?

The more investments you make, the harder it is to monitor each one closely to ensure it is performing in line with your objectives. This is especially so if you have invested in ‘flavour of the month’ funds or passively managed funds where the onus is on you to act if things aren’t going well. You might also have missed out on some important transfer opportunities. Who, for example, would have wanted their money in equities through the crash of 2008? But did you get out?

Time to consolidate?

Consider then the advantages of consolidating your investments into a fully diversified, actively managed fund.

Firstly, you could have your money in a fund that closely matches your current investment objectives and risk profile. Secondly, you’d have an expert investment manager regularly fine tuning the fund’s portfolio of investments so that pitfalls can be avoided and opportunities exploited. Thirdly, you’ll have just the one fund to track, making it be much easier to know the value of your investments.

Sounds good? Then take a look at the funds we now offer from Close in our ISA brochure.

Please note that past performance is no guarantee to the future returns of a fund and that prices of the underlying units and the income from them can fall as well as rise.  Should you cancel the investment, especially in the early years, you may not get back the full value of the investment.