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‘Online Isa service makes saving easy’

A financial planner has gone online to make it easier for investment clients to start up stocks and shares Isas.

By Marc Shoffman | Published Feb 23, 2012 | comments

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Mark Sekree, chartered financial planner for Hampshire-based 3-S Financial Management, said he launched ezisa to help make stocks and shares Isas more accessible.

He said: “While most clients know they should have some money invested, many do not know where to start. They normally know what level of risk they want to take but do not know how to achieve that, and do not want to be constantly worrying about and reviewing their portfolios.

“So why should the average investor spend time trying to do it themselves when experts can do it for them? That’s where ezisa comes into its own. Because everything is online, they can invest and check their investments whenever they like. At the same time customers are welcome to get help from the team at ezisa by email or phone.”

Investors using the site, which launched last week, can place money through fund platform Cofunds into portfolios managed by specialist fund manager SEI.

Mr Sekree added: “Best of all there are no initial charges or exit penalties as 100 per cent of a saver’s money gets invested and you can take money out whenever you like.

“In these uncertain economic times, I believe ezisa’s monthly savings feature is really attractive too. Rather than invest a chunk of money at once, it is useful at the moment to invest a little bit at a time, to trickle money into the investments and average the buying price.

“To do this all clients need to do is set up a direct debit for what they want to save, let the experts do their thing and get on with their daily lives.”

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