ISA Management Services & Advice

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An Individual Savings Account or ISA is a tax efficient way of saving money available to UK savers.

This allows you to save money without having to pay tax on any growth or withdrawals. There are many types of ISA's available including Stocks and Shares ISA's, sometimes known as investment ISA's.
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Saving Accounts

These accounts allow individuals to invest in a large range of shares, funds, investment trusts and much more, within the tax efficient environment of an ISA. Over the long term, a Stocks and Shares ISA can provide growth and income without being liable to pay tax.

Maximise  Your Savings

Our advisers are able to discuss how Stocks and Shares ISA's can be used in order to maximise your long term goals. Along side the other services we provide, ISA's can be a useful tool in a long term financial plan.

Arrange Your Free Expert Consultation

An initial consultation is available and accessible to all new or potential clients, where we will discuss the services you may require from us. These services include the recommendation, implementation and, most importantly, ongoing review of the best financial/investment plan to suit your individual requirements.
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David Kneale Financial Management Ltd
1 Aalborg Place,
Lancaster, LA1 1BJ
01524 39888mail@dkfm.co.uk
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