About Grove & Dean
2009 ISA Allowance Opportunity


Navigating through challenging conditions

Your annual ISA allowance

There is no doubt that the prevailing winds have been against investors in recent times. Short term stock market turbulence is unsettling and it is all too easy for you to lose sight of your long term goals.

History shows that investors who can overcome uncertainty when markets are low will go on to achieve the greatest long term success.



Despite the current uncertainties, although we cannot guarantee the tax benefits will not change, your annual ISA allowance remains a valuable, tax-efficient part of your long term plan. But if you don't use it, you lose it. You have until 5 April 2010 to invest up to the maximum £7,200 allowance in this tax year's ISA, or for those aged over 50, up to £10,200 from 6th October 2009.

Staying on Course

In challenging conditions you need expert hands at the helm. St. James's Place Wealth Management have the combination of specialist advice and a distinctive approach to investment management that can help you make the most of your ISA allowance.

Request an ISA Pack

Alternatively if you wish to contact us please call: 01708 436810

Please contact us to find out more about the investment opportunities open to you through St. James's Place Wealth Management.