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Where is EZ ISA?
We’re based in Ramsbottom, UK

Mark Sekree Posted:
4 years, 240 days ago (March 28th 2013)

Adventure ISA

My New Adventure Tool

Is there anything more exciting to an overgrown boy than a new bike?

Having happily ridden the bike I’ve had since I was 14 around London last summer, but terminally buckled the rear wheel with a poorly-timed bunny-hop, I took it in for repairs last week and got significantly up-sold to a brand new racer/tourer! I’m thrilled at the prospect of a new form of high-speed transport and exercise, and can’t wait to don Lycra and go bashing about London, the south, and maybe even Europe or South America at some point.

There are a couple of financial lessons in this though. Firstly, quality is remembered long after price is forgotten- or buy cheap, buy twice. The bike from when I was 14 was the biggest financial commitment I had ever made at the time, was carefully bought second hand and loved. It wasn’t overly expensive but was good quality and almost 20 years later it’s still doing the job brilliantly. I’m expecting this new, slightly extravagant purchase to be exactly the same being top quality and carefully chosen, researched and negotiated (vs alternatives, buying online or second hand).

Secondly, the money was there. I’ve taken it out of my auto-budgeted ‘Toys and Travel’ account (for info about this see here). Equally I could have easily taken it out of my EZ ISA, with a few days’ notice and no withdrawal penalties.

Get in touch to set up an EZ ISA and get saving for whatever it is that you want.

 

 

Mark Sekree Posted:
4 years, 248 days ago (March 20th 2013)

Adventure ISA

Adventure ISA Posts

biking to San Fransisco

In an effort to make these blog items more interesting to you (and me!) I’m starting an ‘Adventure ISA’ category.

For me the whole reason I use my ISA is to tuck money away when I’ve got some spare to provide for adventures in the future. The end goal isn’t a fat investment portfolio, it’s a well-lived life.

Look out for posts about the end result of saving, for me and guest posters, as well as a few financial lessons sneaked in.

EZ ISA, with effortless investment management, low costs and flexible withdrawals is ideal for busy, ever-changing, well-lived lives.

For more info get in touch.

Mark Sekree Posted:
4 years, 251 days ago (March 17th 2013)

EZ ISA Evolution

Still Great Value

 

RDR blackboard

Following the ‘Retail Distribution Review’ (RDR) which came in at the beginning of the year Cofunds have had to impose a £40pa fee on all advised accounts.

You’ll be pleased to hear that as ‘execution only’ customers EZ ISA clients don’t need to pay this fee.

While this is a relatively low charge for those with hundreds of thousands invested, for those just starting out it seems a lot. As we champion great value investments for all we are very pleased that you avoid this charge and have more money each year to grow.

Talk to Mark to find out more about how RDR does (or doesn’t) affect you or to set up an account.

Mark Sekree Posted:
4 years, 256 days ago (March 12th 2013)

Financial Advice

New Investment Section

There’s a new investment section to the website here. It gives a simple summary of each of the three SEI funds and shows how each has performed since it was launched.

If you’ve got any questions remember you can always contact Mark.

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