ISAs: Helping Early Birds to the Juiciest Profits

Presented by

Lesley Hankin, Marketing Director,

About this talk

Early bird ISA investors could be over £7000 better off than those who leave their decision until March, according to Fidelity FundsNetwork, yet only one in ten make their move at this time of the year. Using a five step plan, Lesley will outline how you can change that by contacting your own ISA clients simply, cost effectively and with maximum impact, to help as many as possible benefit from the potential which this tax year's increased allowance could bring. Lesley has a wealth of financial services marketing experience, gained almost entirely in the advisory channel. In a varied career, she has worked for a range of life, pensions, offshore and investment providers - most notably AXA Equity & Law, Framlington and, most recently, M&G - and also spent time with two national IFA firms. Just over three years ago, she joined the team which launched, a business set up to provide free marketing and business development support to financial advisers. Lesley is FPC qualified and holds the Diploma in Marketing.

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