Individual Savings Accounts

A tax-efficient way of saving today to secure your future financially



How We Can Help...

Have you used your 2023/24 Tax Allowance yet? Invest in an ISA.

If you are considering investing your money then opening an Individual Savings Accounts (ISAs) is a great place to start. ISAs continue to be one of the most popular and tax-efficient ways to save and invest for the future. 

At Hall & Costello, we pride ourselves on being able to deliver a bespoke and reliable service to you by investing essential time in getting to know you. With a wealth of experience in investing, our team is here to guide and advise you through the ISA process. 

Our main office is based in Kent, making us the ideal wealth management solution for clients located in Rochester, Medway and the surrounding areas. However, our team of experts are on hand to support clients across the country with their ISA needs.

Don’t let a busy life today stop you from investing in tomorrow.

The team at Hall & Costello recognises that life can get busy but thanks to our proactive approach, you will never miss an important date in your financial calendar again. Our experts are on-hand to ensure you are making the most of any investment opportunities, and benefiting from your annual tax-free ISAs is no exception.

Key Investor Information Documents

Before you invest in a Unit Trust via an ISA, it's wise to read our  Key Investor Information Documents and Supplementary Information Document.

The value of an investment with St. James's Place will be directly linked to the performance of funds you select, and the value can therefore go down as well as up. You may get back less than you initially invested.

The favourable tax treatment of ISAs may not be maintained in the future and is subject to changes in legislation.

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The Partner together with St. James's Place plc are the data controllers of any personal data you provide to us. For further information on our uses of your personal data, please see the Partner's Privacy Policy or the St. James's Place Privacy Policy.

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