Invest

Do it yourself investing

Invest

Do it yourself investing

For investors who are confident making their own investment decisions, we offer DIY investing options. Manage your investments online or use our dedicated telephone-based service.

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Choose the right service for you

If you are happy trading online we offer our Online Investing service. If you’d prefer to talk to someone, choose our Personal Trading service or learn more with an Investment Portfolio Review.

Online Investing

I would like to manage my own investments online

Invest in your future using our first-class investment platform and app. Securely manage your portfolio online, with no minimum investment level.

  • You are in charge of all your investment decisions.
  • Build your investment portfolio from over 12,500 investments, from stocks and shares, funds, ETFs and more.
  • Our low platform fee is a maximum 0.30%, with savings available through our loyalty programme.
  • No minimum investment.
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Personal Trading

I would like to discuss the markets with a professional

Explore the stock markets with one of our trusted professionals over the telephone or by email to help you make informed decisions.

  • We do not provide you with advice, but with our support and insights we can help you make informed investment decisions.
  • Access a wide range of investments including stocks and shares, funds, ETFs, individual bonds and a wide range of international shares covering all major stock markets.
  • Monthly Direct Debits mean your account is automatically funded and ready to trade when you are.
  • Minimum investment - £50,000.
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Investment Portfolio Review

I would like a review of my existing investments

Are your investments giving you the right rewards? Have a personal Investment Portfolio Review with one of our financial professionals and gain invaluable insights going forward.

  • Get a better understanding of your existing investments with a detailed portfolio report, split by asset class, geography and sector
  • Have a one-hour meeting with one of our financial professionals to discuss the report and ask questions
  • For an annual fee of £360, our financial professionals will help you learn how to build a portfolio that meets your personal and financial goals
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Take control and invest in your future today

Find out more about our Online Investing platform, as well as other services that could help you on your way.

Watch our video overview

Find out how you can get started on your investment journey today.

  • Understand more about our flexible and cost-effective investment platform. Choose from a range of tax-efficient accounts, including Individual Savings Accounts (ISAs) and Self-Invested Personal Pensions (SIPPs), or use a general investment account.
  • If you're looking for somewhere to start, choose from one of our funds, ready-made investments managed by us.
  • We also offer Financial Coaching to help with your tricky money questions, and Financial Plans if you want help with inheritance tax liability or planning your retirement.

How to start your investment journey

For investors who want to make their own investment decisions, we have guidance to help you on your way.

Are you looking for a professionally managed service?

We provide a wide range of professionally managed 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.

Personal Portfolio Service

I would like an expertly managed portfolio, in a cost-effective way

For a 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
  • 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.
  • Our advice is restricted to our in-house funds.
  • 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.
Find out more
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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.
Find out more
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Latest insights

Knowledge
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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)

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