As we approach the end of the tax year on 5 April, now is the ideal time to put your savings to work and review how your money is invested. If you have funds held in taxable investment accounts, this could be a valuable opportunity to consider investing and moving those assets into an ISA (Bed & ISA).

If you would like help making full use of your ISA allowance before the deadline, or would like to discuss transferring existing investments into an ISA, please do call the office and we would be happy to assist.

Our recommended platform, Fidelity Adviser Solutions, continues to enhance the choice of investments available, with access to funds, investment trusts, investment bonds, ETFs, and individual UK shares.

While most information and correspondence is now delivered online and Fidelity encourages digital communication, we appreciate that some clients prefer paper copies.
* If you would like to continue receiving documents such as contract notes by post, simply let us know and we will arrange this for you.

We hope you find the enclosed newsletter both informative and insightful, as it explores a wide range of investment sectors and opportunities. Should any of the funds or products featured be of interest, please contact us for further details.

To make an investment, simply telephone the office with your investment instructions and we will carry out the transaction on your behalf using your debit card.

Yours sincerely

Piers StJ S Rouse
Managing Director