News

Hayley Towlson would like advice on a Junior ISA for her daughter, Maddie.  Here are some questions she might be thinking about:

• What fund do I need to invest in?
• How much could the funds go up and down in value?
• How often do I need to review the funds?
• When will I have to change the risk profile?
• What happens to the money when my daughter reaches 18?

How can we help?

👶 We can help facilitate cash JISA transfers to stocks & shares JISA’s, which increases the potential for growth and ultimately leaves her child in a more advantageous position when the time comes for them to use the funds

👶 We can also recommend the most suitable fund based on the parents’ beliefs and risk profile considering when the funds will likely be needed in the future

👶 We can also help facilitate transfers from the old Child Trust Funds into JISA’s

We have a team of specialists within our Dalston, Dumfries, Penrith and Workington offices who can assist with your unique requirements.  Contact a member of our team today.