Learn More – Savings and Investments
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Bragagnini Associates Mortgage Solutions and Financial Solutions believe in giving something back and each year we pick a nominated charity to raise funds for. These have included charities such as ‘Make a Wish Foundation’ and ‘The Henry Allen Trust’ to name a few. We have various events organised to raise funds, including our annual golf day, and we are very proud to continue supporting worthwhile causes.

ISA

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Individual savings accounts (ISAs) were launched by the government in 1999 to encourage people to save.

An ISA is a type of scheme that enables you to invest in shares, unit trusts, investment trusts, open-ended investment companies, cash or insurance policies in a tax efficient way.

There are two types of ISA accounts:

  • Cash ISA
  • Stocks & Shares ISA

The maximum amount you can pay into your ISA will depend on your age and also the annual allowance set by the government.

The big advantage of investing in an ISA is that the returns are tax-free.

Speak to us to find an ISA that suits you.

Unlike savings and deposit accounts, capital invested in some assets mentioned above are not guaranteed as the value can go down as well as up.