investment

PEP and ISA Management

Ashton Graham is a fully authorised PEP and ISA Manager and will handle the investments within PEPs and ISAs in accordance with the Revenue rules and regulations, making the necessary tax reclaims on behalf of our clients.

PEPs and ISAs can be managed on a Discretionary, Advisory or Self Select (execution only) basis, or in conjunction with an existing portfolio. Portfolios within PEPs and ISAs will be reviewed on a rolling basis and clients will receive formal reports twice yearly.

All stock is normally held within the nominee company. (Read more about our nominee service.)

Our standard fees are available on request.

Further information about Ashton Graham Investment Services is available by exploring the links below:

• Discretionary Investment Management
• Advisory services
• Execution-only services
• PEP and ISA management
• Nominee service
• Valuation

Ashton Graham is authorised and regulated by the Financial Services Authority. Ashton Graham Solicitors is regulated by the Solicitors Regulation Authority.