Your Own Personal Broker

Tax free saving through an ISA allows you to invest your money as you wish and retain control of its management or delegate aspects of this task to your personal Broker. You can seek our professional ISA advice and investment advice whenever you need it.

To help optimise your ISA investment, your personal Broker will:

1) Establish your investment requirements, including your tax free investment options

2) Offer an ISA Review Service - a free ISA review of your existing ISA plans to understand how your tax free investment has performed.

3) Discuss, if requested, ISA consolidation, arranging for all your ISA plans to be consolidated into the Killik & Co ISA, paying any and all applicable exit charges.

4) Develop an investment strategy that best suits your requirements.

5) Offer advice, as and when requested. Or, for our managed clients, review your ISA portfolio on an ongoing basis to ensure your tax free investment strategy is effective.

Using and reviewing your ISA allowance wisely could help you build up a significant tax free investment fund to help support you in your retirement. Speak to your personal Broker about the benefits of tax free investments in ISAs.

What to do next

Read about the benefits and risks associated with an Individual Savings Account (ISA).

ISA Review Service: If you would like one of our qualified Brokers to review all your current ISA investments, without charge, please call us on 020 7337 0520.

Request our ISA Brochure: Read more about the Killik & Co ISA by requesting our free ISA brochure, electronically or by post.

ISAs explained: For further information about ISAs and tax free investments, please request your free copy of ISAs explained.