If you have used your full ISA allowance each year you might find you have accumulated a significant sum of money. You may also have ISA investments that may have lost their appeal or are not managed under an ethical investment strategy.
Holding a diverse range of investments across your ISA portfolio might also involve unnecessary time and cost which we can help you avoid.
By pulling all your holdings together into a Rathbone Greenbank Ethical ISA portfolio, your investment manager can manage those funds under a single strategy and ensure you are making the best use of your annual ISA allowance. We will also look at your ISA in the context of your overall investment approach to make sure it is being managed to meet your individual circumstances and ethical requirements.
The Rathbone Greenbank Ethical Junior ISA offers a simple, tax-free way to save for your child’s or grandchild’s future, provided that you have parental responsibility for an eligible child.
Our Ethical Junior ISA is available to clients who already have a main portfolio with Rathbones.
In order to meet the criteria for this service, children must be under 18 years of age, resident in the UK and must not hold a Child Trust Fund.