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EZISA

How It Works

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

EZ ISA makes it as easy as possible for you to use your Stocks & Shares ISA allowance to invest. You can either invest a ‘lump sum’ or save and invest a bit every month with a Direct Debit.

Getting Started

Accounts are easy to set up online or over the phone with Mark Sekree, a Chartered Financial Planner, helping you through the process. You can start from as little as £100, or £50pm, and can withdraw money whenever you like. Everyone has up to £15,240 they can invest each year in a tax-efficient Stocks & Shares ISA and can invest unlimited amounts outside an ISA.

Check the Applying section for more details.

Investment

We make it easy by suggesting three professionally managed ‘funds’ which can take the decisions for you; all you need to do is pick lower risk, medium risk or higher risk or a combination of the three. There are hundreds of other investments you can make through EZ ISA if you like, but you don’t have to worry about this if you don’t want to. See the investments section for more.

Costs

There is absolutely no cost to initially invest or withdraw money through EZ ISA; investments are managed on a ‘pay as you go’ basis at between 1.6% and 1.9%pa, depending on the level of risk you pick.

For full details see the important small print.

Security

While the value of your investments will go up and down over time you can trust that EZ ISA will keep them securely as we and the all the companies we use are authorised and regulated by the FCA.

After you have invested

Once you have invested you will be sent confirmation in the post and by email. This will have your ‘Client Reference Number’ on it and you can use this to register to view your investments online here. Once registered you will be posted an initial password which you can use to login.

You will be posted an annual investment statement to see how your money is doing anyway, and you can contact me anytime to ask any questions or add/withdraw money.

The investments will be taken care of by SEI and will adhere to your chosen risk level without you having to do anything at all. You can check this page on the website to see the latest graphs and performance information.

 

See the FAQ section or contact Mark to find out more or apply now.

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