A collection of articles created by our advisers for our clients. This edition covers a range of subjects; from financial wellbeing, a few tax tips and a financial roadmap to help parents with their children’s finances. Any clients who have visited Penn Barn might recognise a few of the featured artifacts scattered around the office!
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Thank you for this confirmation to invest additional funds to your General Investment Account. We will confirm the bank account to transfer the funds and a reference number. Once the top up has been applied to your tax-free investment account, the Client Support Team will confirm this and provide you with an updated valuation.
Thank you for this confirmation to invest additional funds to your ISA. We will confirm the bank account to transfer the funds and a reference number. Once the top up has been applied to your tax-free investment account, the Client Support Team will confirm this and provide you with an updated valuation.
If you have any questions, please do not hesitate to contact us.