Individual Savings Accounts (ISAs)
RSJ Financial Planning is an Independent Financial Adviser Practive specialising in Investment Advice.
We have over 30 years' experience advising our clients. To read more about what you can expect from us click here.
Individual Savings Accounts or ISAs were introduced from 6th April 1999 and replaced Personal Equity Plans (PEPs) and Tax-Exempt Special Savings Accounts (TESSAs).
By introducing ISAs the government of the day simplified the savings landscape, such that now both cash and stocks and shares ISAs are very popular tax efficient wrappers for investments.
We advise many clients who hold investments in stocks and shares ISAs.
For more information on our investment approach please follow the link to investment advice.
To arrange a free no obligation consultation call us on 0151 703 1088 or complete our online enquiry form and we will get back to you as soon as possible.
Speak to one of our experienced team
To speak to a member of our team, please call us on 0151 703 1088 or enter your details below and a member of the team will call you back.