What we offer
Our Investment Services
We provide a wide range of Investment Services suited to your different needs, offering flexibility and choice so you can be involved as much or as little as you like with your investments.
What Investment Service suits your needs?
Bespoke Investment Service
I would like a professional to manage my investments for me
Entrust a dedicated expert to make investment decisions on your behalf.
- You’ll have direct contact with your investment manager, speaking directly to the person responsible for your portfolio.
- We’ll construct a portfolio based on your personal circumstances, investment objectives and risk appetite.
- We can accommodate your investment preferences, such as responsible and ESG investing; also allowing you to hold your cherished holdings.
- Minimum investment £200,000.
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Direct Investment Service
I would like to manage my own investments
Invest with confidence using our first-class service to implement your investment decisions, through our secure platform and app.
- You will have access to our platform and dealers to make your investment decisions.
- You can construct your investment portfolio from a wide range of investments, from stocks & shares, funds, ETFs and more.
- Our low service fee is a maximum 0.35%, with savings available through our loyalty programme.
- No minimum investment.
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Foundation Portfolio Service
I would like an expertly managed portfolio, in a cost-effective way
Straightforward way to access our investment expertise. We'll help you invest in one of our funds to suit your needs.
- Access our advice desk whenever you want to contact us by phone or email (please note that our advice is restricted).
- A range of five actively managed funds, and we’ll guide you to the one that most closely matches your investment objectives and risk appetite.
- Annual review to ensure we’re managing your money in the most suitable investment strategy.
- Minimum investment - £20,000.
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Advisory Investment Services
I would like advice on my investments from a professional
Get support from our experts when choosing your investments with either our Advisory Managed or Advisory Dealing Services.
- You’ll take responsibility for your portfolio with as much or as little support from us as you want.
- We’ll provide advice on your investments based on your personal circumstances, investment objectives and risk appetite.
- We can accommodate your investment preferences, such as responsible and ESG investing; also allowing you to hold your cherished holdings.
- Minimum investment - £200,000.
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What account suits your needs?
Choose from our range of accounts, to ensure you make the most of your tax allowances or exemptions, whilst making sure you can access your money when you need it.
Stocks & Shares ISA
Make your savings work harder with our flexible ISA
- You can shelter up to £20,000 each tax year.
- No capital gains tax on profits.
- No tax on dividends from shares or the income earned on bonds.
- An ISA is in your name only.
- If you’re looking to invest tax efficiently and want flexibility to access your money when you need it.
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Self-Invested Personal Pension
Often the most tax-efficient way to save for your retirement is with a pension
- You can shelter up to £40,000 each tax year, depending on earnings.
- No capital gains tax on profits.
- No tax on dividends from shares or the income earned on bonds.
- Additional tax relief on your contributions.
- A SIPP is in your name only.
- If you’re looking to save for your retirement and don’t need access to your money until you’re at least 55.
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Investment Account
Flexible investing with an Investment Account
- No limits on how much you can invest or withdraw.
- No tax relief or benefits. Income and capital gains are taxable.
- You can own your Investment Account by yourself or with a partner.
- Can be useful if you’ve already used your tax-free allowances or would like to jointly own your investments.
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Junior Stocks & Shares ISA
Give your children or grandchildren a financial head start with a Junior ISA
- You can shelter up to £9,000 each tax year.
- No capital gains tax on profits.
- No tax on dividends from shares or the income earned on bonds.
- Your child or grandchild owns the JISA and they can access the funds at 18.
- If you’re looking to create a tax-efficient savings pot for your children or grandchildren to give them a financial head start.
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