Investors who have taken up their ISA (and in previous years PEP) allowance each year since 1987 may find that they have accumulated a significant sum.
Many, however, find that that money is spread over funds and other investments that, while attractive when purchased, may have lost their lustre or which now do not have an overall, coherent investment strategy. A range of diverse holdings can also create unnecessary administration for investors.
By pulling such holdings together into a Rathbones account, your investment manager can manage those funds to ensure you make best use of your ISA allowance each year, and that the money is managed to meet your long-term investment goals.