the mercantile circle managed investment ISA


Individual Savings Accounts (ISAs) are a little tax-free gift from the UK government, so you really should be making the most of them!

We’ve seen a huge surge in the number of savers turning to fully managed Stocks and Shares ISAs to boost their savings. A very different type of product to the Cash ISA, Managed ISAs are best described as a ‘wrapper’ rather than an account, protecting your returns from tax regardless of where it is invested. Whether you’re opening your very first ISA or you’re an experienced investor, we’ve got it covered.

If your savings plan is long-term, investing your money in a diversified portfolio managed by an expert portfolio manager could be the smartest option. They will seek value in the market to ensure you obtain the greatest returns possible for your investments. This type of savings account is ideal for those who want the tax-efficiency of an ISA wrapper with the growth potential of the stock market.

The fully-managed ISA solution we arrange for our clients offers a competitively priced and hassle-free way of savings, tax-free and for the long term. You’ll also have the flexibility to withdraw or transfer your funds whenever you want. In addition to the tax benefits of opening an ISA arranged by Mercantile Circle, we’ll carry out a full suitability assessment, in collaboration with Oxford Risk in order to recommend an investment portfolio that is suitable for you*.

But it doesn’t stop there, your portfolio will constantly be monitored and rebalanced by a professional discretionary fund manager, so that you don’t have to – meaning you can sit back and let someone else do the work. Simple.

Already have an existing ISA? Don’t worry, we’ll take care of the transfer process. You can transfer a Cash ISA, or any other type of ISA to Mercantile Circle Managed Investment ISA at anytime. Get in touch with our team today to start the ball rolling.


CALL 0207 416 6806  REQUEST A CALLBACK  |  hello@mercantilecircle.com

discover your ISA suitability today by taking our risk profile questionnaire

Simply fill out our online form below and choose from one of the following options to receive your questionnaire.

Do you have an ISA? (required)

yesno

Do you have a pension? (required)

yesno

Do you have cash savings? (required)

yesno

Please specify a suitable time and date for one of our consultants to call you to carry out your FREE Investment Health Check. Please leave blank if you are happy for them to call you anytime between 9am and 6pm, Monday to Friday.

invest today and be in with a chance to boost your 2018/19 ISA…

we are offering three lucky investors the chance to boost their 2018/19 ISA by 10%, 15% and 20% respectively in our exclusive prize draw. Find out more ->>

you’ll benefit from…

Aqua Tickgreater potential returns
compared to the UK National Cash ISA rate, the returns on Stocks and Shares ISAs are shown to be far greater *

Aqua Ticktax savings
contribute up to £20,000 in the 2017/18 tax year without paying capital gains tax on future returns**

Aqua Ticka diversified, fully managed portfolio
you can hold multiple investments under one wrap and will benefit from your portfolio being managed by a professional discretionary manager

Aqua Ticktransparent investing
see how your investments are performing 24/7, via a user-friendly online portal

Aqua Tickcomplete flexibility
withdraw or transfer your funds with ease

Aqua Tickno hidden charges
our understandable portfolios mean no nasty surprises and you’ll always know how much you are paying

*Potential and implied improved performance is not guaranteed. Please refer to our risk disclaimer at the bottom of the page.

**Compared to the UK National Cash ISA rate, Stocks and Shares ISAs have the potential for greater returns, although this is never guaranteed and your capital is at risk. Your portfolio can down as well as up and you may get back less than you invest. Please refer to our risk disclaimer at the bottom of the page.

Your capital is at risk. The value of your portfolio can go down as well as up and you may get back less than you originally invested. A Mercantile Circle ISA may not be right for everyone and tax rules may change in the future. If you are unsure if an ISA is the right choice for you, please seek independent financial advice.

your ISA questions answered

what is an ISA?


Discover the in’s and out’s of your little tax-free gift from the UK government, alongside the different types of ISA available.
Discover more>>

what is this year’s allowance?


All you need to know about the 2017/18 ISA allowance and how many you can have in one tax year.
Discover more>>

who can open an ISA?


Unsure if you are eligible to open an ISA? we explain the criteria set out by the UK Government.
Discover more>>

transferring or switching ISA?


Already have an ISA? Worried it’s not performing? Transferring is the first step to ensuring your money works harder.
Discover more>>

what are the tax benefits of an ISA?


Is it worth investing in a Managed ISA? Discover why contributing could really stack up.
Discover more>>

still have further questions?


Our expert team are on hand to help. Give them a call on 0207 416 6806 or send them an email hello@mercantilecircle.com 

Disclaimer: The investment projections we show are never a guaranteed predictor of future performance – they are there to give you context and help you make decisions about the kind of portfolio which may best suit your individual investment goals. You should not base your investment decision on past performance. With investment, your capital is at risk. The value of your portfolio can go down as well as up and you may get back less than you invest. If you are unsure if any of our products are the right choice for you, please seek independent financial advice.

Mercantile International Limited is an Appointed Representative of Agincourt Financial Limited who is Regulated in the United Kingdom by the Financial Conduct Authority with Firm Reference No.:197236. Company Registration No.: 09929738 in England & Wales | Mercantile Circle is a trading style of Mercantile International Limited.