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For more information or to arrange a meeting to discuss your specific needs, please contact us via email at, or alternatively, please call us at 0333 034 4110.

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    Individual Savings Accounts (ISAs)

    ISAs are tax wrappers to which you can contribute up to £20,000 per annum (2024/25 tax year). Although there is no tax relief on initial money placed into this structure, future investment growth & withdrawals are entirely tax free.


    Important: Individual Savings Accounts (ISAs)

    The value of investments and the income from them can fall as well as rise and investors may not get back the full amount invested. Past performance is not a guide to the future and any investment does not have a capital or return guarantee. Tax rules can change. Any investment decisions should be made after receiving professional advice. Contact us today to speak to one of our advisers about your investment planning.

    Mattioli Woods plc is authorised and regulated by the Financial Conduct Authority.

    The holistic approach we take to managing your wealth and highlighting opportunities ensures your assets, including pensions, are best positioned to achieve their objectives.

    If appropriate, we will create a bespoke plan to achieve a tax efficient income strategy utilising ISAs. We can also provide investment advice on the underlying assets and ensure the approach adopted is in-line with your risk profile and the timeframes involved.

    What can you expect?

    Forward planning

    Putting your affairs in place now helps you in the future


    Our packages provide protection where you need it most


    All our clients receive their own dedicated consultant and client relationship manager

    Peace of mind

    Knowing we are working to look after what matters to you most


    Looking after the important people in your life


    Let us do the work while you spend your time doing what you love most