All
Needs action
2
Unread
3
Needs action
Investment recommendation
Tue
A proposed change to your ISA allocation
From James Carter
Annual review
Yesterday
Confirm your annual review by Fri 16 Oct
From James Carter
Messages
Archived
1
ISA
Stocks & Shares ISA
10:23
James:
Any plans for the remaining ISA allowance?
1
JC
James Carter
10:16
I've pencilled 30 mins - I'll bring the updated cashflow model.
2
AW
Wealth Inc.
09:03
Your 2025/26 statement is ready to view and download.
1
Cash
Cash reserve
08:16
James:
The current rate is 4.65% AER.
GIA
General Investment
Yesterday
James:
There is still CGT allowance available this year.
CS
Client services
Yesterday
Draft:
Thanks - one thing I wanted to flag before we
SIPP
Personal Pension
Tue
James:
Let's review that at your annual review.
RD
Research desk
Mon
Equities firm as inflation prints cool; gilts steady into the auction.
CO
Compliance
Sun
Confirmed, thank you John.