A Breakdown
You can invest up to £20,000 annually into your ISA.
You can hold cash and funds in the same Stocks and Shares ISA. For our free helpful guide on ISAs please click here to read.
Important note – tax treatment depends on the individual circumstances of each client and may be subject to change in the future.
Why choose us to advise you on your Stocks and Shares ISA?
Here’s why you should choose CSS Investments to advise you on your Stocks and Shares ISA.
- You will receive advice on how to effectively allocate your investments
We help you decide on the correct asset allocation that fits your investment objectives and time horizon. In short, we take away the confusion of deciding what investments will help you position your ISA for a tax efficient performance that spreads your investment capital effectively. - We provide you with on-going support and guidance
One of the best things about our service is that we are here at the end of the phone, or through email. Or come and visit us! We also provide you with portfolio related investment advice. Any questions be them administrative, financial or otherwise, you simply ask, no question is too small. We can discuss and handle your new ISA account effectively. - We can discuss and handle your new ISA account effectively. No more spending time in the dark.
- When you transfer in your ISA, we can construct and adapt your existing portfolio to better meet your needs and investment objectives.
- We recommend you open an account and transfer in your existing portfolio or share certificates. Our investment advisers can then provide you with our full advisory service, with a complimentary portfolio review as the first step.
- We can then help to reconstruct or empower your holdings, followed with further advice and suggestions on investments and allocation going forward. We can get started immediately!
What you get with a CSS Contemporary Stocks & Shares ISA
When you open a CSS Contemporary ISA, you get to utilise the service CSS has to offer, combined with the award-winning Saxo Bank Capital Markets platform. Your funds will be facilitated at Saxo Bank Capital Markets, an investment subsidiary of Saxo Bank.
Since we are an introducing broker to Saxo, once you open a Contemporary ISA, your adviser then has the ability to provide you with their deeply tailored advice to your portfolio’s needs.
What are the benefits to a Contemporary ISA?
Access to Saxo Capital Markets award-winning platform
With a CSS Contemporary ISA account, you get access to Saxo’s Trading Platforms including the latest platform innovation: SaxoTrader Go. View price charts, live prices and get access to the Saxo Trading Academy, all with one login.
24/7 online access to 25 global exchanges plus our award-winning trading technology
You have the ability to trade of eligible shares, ETF’s and Investment Trusts across a huge range of exchanges. The options are vast, but your adviser can help you decide on the best choices for you.
Ongoing technical and trade support through CSS and Saxo
Our trade support staff combined with Saxo’s technical support are on hand to help you with any concerns you may have, whatever the issue you can receive help.
What you get with a CSS Classic ISA
Our CSS Classic ISA account utilises the Jarvis Investment Management platform, combine this with our ISA service.We can provide you with a portfolio that uses the ISA wrapper effectively.
A CSS Classic ISA is perfectly suited for those that want a simple, ‘no nonsense’ approach to their ISA investments. You can view your holdings online with full transparency, whilst allowing your adviser to do the rest for you.
Remember, with our advisory service you always have the final say on any investment, this makes our approach one of the most convenient for investors, you stay in control.
You can also open a Junior ISA for your children too – more tax-efficient savings across the entire family.
Why should you choose a Classic Account?
Invest in a wide-range of stocks and shares
With our CSS Classic ISA, you are able to invest in eligible products including UK-listed shares, Gilts, Bonds, Exchange Traded Funds, Investment Trusts, shares listed on the IRS (International Retail Service) and CDIs of US Stocks.
Quick access to view your holdings online
Use the Jarvis Investment Management platform to view your holdings for a quick snapshot as to what is within your portfolio. One simple log-in will enable you to view your account.
Quick setup for both your account and the Junior ISA
Jarvis has a fast, no-fuss approach to account opening, accounts can be processed quickly and are incredibly straight forward for you, the investor.
Similarly their Junior ISA’s are just as quick and easy to open, with the parent or guardian holding the Power of Attorney on the account.
Need help with understanding your ISA?
Simply enter your details below and one of our team will help you with the process.