JM Wakeling

01277 655 155

john.wakeling@jmwifa.co.uk

Investment Management and Stockbroking

We offer a range of investment management and stockbroking services including tax-efficient products such as Individual Savings Accounts (ISAs), Junior ISAs (JISAs) and Self-Invested Personal Pensions (SIPPs). Our execution-only share dealing service provides you with direct access to UK and overseas equity markets and various asset classes where you have the option to talk to a qualified stockbroker before executing a trade, but any investment decisions will be your own. Whereas with our bespoke investment management services you can benefit from the expertise of our investment managers who will create an investment portfolio that is tailored with you in mind.

Our flexible tax-efficient ISAs provide you with a tax wrapper that allows you to buy and sell stock market investments across all of our service levels. Any capital growth is free from Capital Gains Tax (CGT) and there are potential savings on Income Tax. We also provide JISAs and we work with a number of SIPP providers, allowing you to take control over your pension and ultimately the funds you will have available in retirement. All contributions qualify for tax relief at your highest rate and the fund grows free of CGT.

Please always remember that investments and income arising from them can fall as well as rise in value and you may lose some or all of the amount you have invested. Tax treatment depends on the specific circumstances of each individual and may be subject to change in the future.

All of the services and products described above are provided through Redmayne-Bentley. Redmayne-Bentley LLP is a Limited Liability Partnership, a member of the London Stock Exchange and is authorised and regulated by the Financial Conduct Authority.

Contact Us

J M Wakeling IFA
Church House, 46 High Street,
Billericay, Essex CM12 9BS

T: 01277 655155
F: 01277 655177
E: john.wakeling@jmwifa.co.uk

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If you would like to discuss your particular situation or to find out more about our services, please call J M Wakeling IFA today on 01277 655155 or email john.wakeling@jmwifa.co.uk to book your FREE consultation – we look forward to hearing from you.