Account options
General Investment Account
Take control of your financial future with a General Investment Account, allowing you the flexibility to hold a wide universe of assets and no limits on how much you can invest or withdraw.
Why it could be right for you
Benefits of our General Investment Account
Flexible cash withdrawal
Investing can help protect the value of your cash from inflation, with no restrictions on what you can invest in.
No investment limits
There are no limits on how much or how often you can invest. Choose from a wide variety of funds, bonds, shares and more.
Easy account transfer
It's straightforward to move across any existing holdings to consolidate or transfer your investments.
Joint investment account
Choose to open a joint investment account and share the ownership of your investments; allowing you to invest towards a collective goal with your partner.
Our General Investment Account is ideal for
You’ve already used your tax-free allowances for the year
An investment account is a good idea if you’ve maximised your tax-free ISA and pension allowances for the year and you want to invest more money.
You’d like flexibility over how you manage your investments
With an investment account there’s no limit on how much you can put in or how often – and you can take money out too whenever you want.
You’re focusing on meeting your financial objectives
If you’ve got financial goals that are some way off, like retirement or children’s education, investing for the long term gives your money the chance to work harder and get better returns over the longer term.
How would you like to manage your investments?
We have a wide range of investment services, offering you the flexibility to be as involved as much or as little as your like.
Online Investing
Invest in your future. Use our first-class service to carry out your investment decisions, through our secure platform and app.
Personal Portfolio Service
The straightforward way to access our investment expertise. We’ve designed a range of funds to suit different types of investors – from the most cautious to the more adventurous.
Advisory Investment Service
Get support from our experts when choosing your investments with our Advisory Investment Service.
Bespoke Investment Service
Entrust a dedicated expert to make investment decisions on your behalf. We’ll monitor and adjust your portfolio to make sure you don’t miss out on appropriate opportunities or are exposed to unnecessary risks.
Request a call back
Get a better understanding of your current situation and the options available to you, take advantage of a free consultation with a financial expert.
0207 739 8200 (Open Mon-Fri, 9am-5pm)