A little-known fact that came to light some years ago, is that if you had made full use of your PEP, TESSA and ISA allowances you would today be sitting on more than a million pounds in savings. Taking advantage of your full tax allowance for your savings is not always achievable, however starting with a small monthly contribution into a savings plan or ISA never fails to bring a little financial comfort in the years to come. As part of our annual reviews, we discuss your savings capacity and recommend a suitable product for you.

Should you wish to know more contact us and we’ll be able to help you by working together to find out what’s best suited for you.