We are now able to provide you with an online application service for an Old Mutual Wealth Stocks and Shares Individual Savings Account (ISA).
To make applying straightforward and keep fees low, we’ll provide you with simplified advice. That’s a limited form of advice where we’ll only assess your requirements against the suitability of an Old Mutual Wealth stocks and shares ISA. We’ll evaluate your objectives for investing and assess your attitude to risk. We’ll then present you with a suitable investment recommendation from Old Mutual Wealth’s Cirilium fund range. If we identify that you have more complex investment needs, you'll be given the opportunity to speak to one of our financial advisers.
All fees and charges will be clearly presented before you make your decision to buy.
If you have any questions regarding this process, you can contact us on 0207 562 5856.
The value of investments can fall as well as rise and you can get back less than you invested.