Account options

Investment Account

Take control of your financial future with our Investment Account, which comes with the flexibility to hold a wide universe of assets and no limits on how much you can invest.

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The benefits of our Investment Account

Flexibility

By letting you hold investments outside an ISA or pension, with no restrictions on what you can invest in.

No limits

You can invest and withdraw your money with no restrictions, as often and as much as you like.

Easy transfer

Straightforward to move across any existing holdings to consolidate your investments

Joint account

Option to open a joint investment account to share the ownership of your investments.

Our 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 SIPP 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.

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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.

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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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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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 suited to your needs.

  • Access to 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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Other account options

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.

Account options

Stocks & Shares ISA

Make your savings work harder with our flexible ISA. Shelter up to £20,000 per tax year.

Account options

Junior Stocks & Shares ISA

Give your children a financial head start with our JISA. Shelter up to £9,000 per tax year.

Account options

Self-Invested Personal Pension

Create more opportunities for your retirement by saving more within a SIPP. Pay in up to £40,000 per tax year and get tax relief.

Request a call back

Contact us today to discuss how our wide range of services can help you.

0207 739 8200 (Open Mon-Fri, 9am-5pm)

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