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Individual Savings Accounts Limited

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Telephone: 01509 670918      email: enquiries@isa-ltd.co.uk

When you have completed your research choose Invest Now to invest online or Request Literature to download an application form.

Research


If you wish to research your chosen funds in greater detail, or look at a fund’s Key Investor Information Document, simply click on the button below:

Understandably most of our clients were initially drawn towards our services because of the discounts we offer. Most people accept the compelling logic of reducing the cost of acquiring investments. However, we have always maintained a dual objective which includes identifying for our clients a small number of funds which we regard as promising. The quality of the investment is, for us, paramount and central to this philosophy is the belief that you should “never let the discount tail wag the investment dog”.

A discount service which promotes investments without conviction (as some do) is, in our view, unsustainable in the long run. We have a clear and vested interest, therefore, (as well as a moral obligation) in trying to guide you towards successful investments.

In pursuit of our objectives, the logistics of conducting business without face to face contact can pose challenges since effectively this precludes the traditional “advisor-client dialogue”. Instead, we aim to provide you with “information without spin” and “facts without embellishment”, but to do so in a manner which respects your time.

We are all victims of junk mail and spam and the intrusions it imposes on our lives. By itemising what we consider to be a diverse combination of promising funds, and then summarising their comparative merits, it should be easier for you to determine which are of interest to you and whether you wish to research these funds further before investing.

This “two step” process works best for most investors.

Our objective is to provide you with general information rather than personal advice. We believe that if information is straightforward enough most investors should experience little difficulty in making decisions.

Providing our “recommendations” is therefore only the beginning of the selection process. The suitability of any of the products mentioned can only be determined by you in the full knowledge of your own circumstances and personal preferences.

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Telephone: 01509 670918      email: enquiries@isa-ltd.co.uk

See Promoter's Notice. View Key Features and Important Information for Investors.
Past performance is not necessarily a guide to the future. The value of investments and the income from them can fall as well as rise as a result of market and currency fluctuations and you may not get back the amount originally invested. All products purchased through Individual Savings Accounts Ltd should be regarded as medium to long-term investments. Individual Savings Accounts Ltd offers an execution-only service. If you require investment advice you should contact an expert adviser. Tax assumptions are subject to statutory change and the value of tax relief (if any) will depend upon your individual circumstances.
The information on this site is intended solely for the use of those people who are United Kingdom residents for tax and investment purposes. It is not for distribution in any other jurisdiction, including the United States of America. Anyone who is not a UK resident should not continue with this site unless wishing to read about personal finances available to UK residents for informational purposes only.
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