ImpulseSave enables you to ‘top up’ investments that have been previously advised upon, at the touch of a button. You can choose to top up at account level or at fund level. Simply adding to an existing investment is made as easy as possible. If you want to add £10, £20 or £500 to your portfolio, you are able to do that very easily and we have employed new payment technology to achieve this effortlessly.
The service is intended to make it far simpler for clients to add money to existing advised investments in order to reach their financial goals. As a further incentive, there is no initial fee for using the service. In other words, you could top-up your ISA for FREE and it will be managed with the rest of your portfolio going forward.
We believe that what people want from us is a combination of advice and service, and for some financial products, especially the new breed of platform-based savings products, they should be able to increase their holdings whenever they are able to, starting with what they can afford and topping it up when they are able.
Our client website is a useful way for you to manage and review the performance of your investments and engage with us when you need additional support and advice.
Why not try out this new feature to top up your ISA before the end of the tax year, 5th of April 2014?
If you need any help, please contact your adviser or the office: 0207 183 2522