About our ISA

We offer both an ISA and a Junior ISA, providing choice and flexibility for new investments or for transfers from other providers.
 

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• Benefits at a glance
• Recommending our ISA
• Bed & ISA
• ISA guides

• The minimum investment for most funds is £1,000 with top-ups from as little as £250
• ISAs held elsewhere can be re-registered or transferred to us so that everything is held in one convenient place
• Value for money through a competitive charging structure
• Clients can take a natural income or set up a fixed regular withdrawal (monthly, quarterly, half-yearly or annually) 
• Flexible cash management options are available – cash can be held within an ISA as part of the product structure
• ISA benefits can be passed onto a spouse or civil partner on death
• A wide range of online reports are available to firms, including dedicated ISA reports
• Our ISA is fully integrated into our model portfolio and DFM service
• A range of adviser fee options are available – as agreed with your clients.
• Phasing can be set up for lump sum investments (phasing term can be between two and 99 month)
  Regular savings plan can be set up to collect on a chosen frequency (monthly, quarterly, half-yearly or annually)