List of Individual Savings Account (ISA) managers approved by HMRC
Find ISA managers approved by HMRC from October 2014.
Documents
Details
As with any other investment you could lose all of your money.
HMRC ISA manager approval is not an endorsement of a firm or its products.
ISA eligibility of an investment does not guarantee returns or protect you from losses.
This is a list of financial institutions approved by HMRC to manage ISAs.
HMRC does not approve ISA products offered by ISA managers. As with any other investment your money could be at risk.
Before investing, you should make sure that you fully understand the investment risks and determine whether the investment is suitable for you and your circumstances. You should make sure that you fully understand the terms and conditions of your account. You may want to take independent advice before making any decisions.
Some ISA investments might not be readily realisable (meaning it could take a while to access your money) and may not have protection from the Financial Services Compensation Scheme.
The address shown on this list is normally the manager’s registered office, but the day-to-day management of ISAs may be carried out elsewhere. ISA transfer requests sent to the address on this list may need to be redirected.
This list is updated on the first working day of each month.
Recent changes
| Reference | Registered name | Change |
|---|---|---|
| Z2106 | eToro (UK) Ltd | New ISA manager |
| Z1916 | Bayonet Ventures LLP | Change of address |
| Z1607 | Evelyn Partners Asset Management Limited | Change of address |
| Z1745 | Evelyn Partners Discretionary Investment Management Limited | Change of address and component updated from Junior ISA to Stocks and Shares Junior ISA |
| Z1092 | Evelyn Partners Securities | Change of address and component updated from Junior ISA to Stocks and Shares Junior ISA |
| Z2104 | Family Assurance Friendly Society Limited | Component updated to include Lifetime ISA |
| Z1181 | Franklin Templeton Fund Management Limited | Change of registered name, change of FCA Reference and component updated to remove Cash ISA |
| Z1989 | Hilbert Investment Solutions Ltd | Component updated to remove Innovative Finance ISA |
| Z1807 | Navera Investment Management Limited | Change of registered name |
| Z1057 | Raymond James Wealth Management Limited | Change of registered name |
| Z1453 | Tilney Discretionary Portfolio Management Limited | Change of address and component updated from Junior ISA to Stocks and Shares Junior ISA |
| Z1283 | TrinityBridge Limited | Change of registered name, trading name and address |
| Z1855 | Yealand Fund Services Limited | Change of address |
| Z2088 | Artorius Wealth Management Limited | Removed |
| Z1657 | Hawksmoor Investment Management Limited | Removed |
| Z1234 | Sainsbury’s Bank Plc | Removed |
Updates to this page
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The list of approved ISA managers has been updated with one addition, 12 amendments and 3 removals.
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The list of approved ISA managers has been updated with one addition, 9 amendments and 0 removals.
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The list of approved ISA managers has been updated with one addition, 4 amendments and 4 removals.
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The list of approved ISA managers has been updated with 1 addition, 9 amendments and 1 removal.
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The list of approved ISA managers has been updated with 2 additions, 8 amendments and 1 removal.
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The list of approved ISA managers has been updated with 2 additions, 2 amendments and 1 removal.
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The list of approved ISA managers has been updated with 1 addition, 3 amendments and 1 removal.
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The list of approved ISA managers has been updated with one removal.
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The list of approved ISA managers has been updated with 1 addition, 5 amendments and 3 removals.
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The list of approved ISA managers has been updated with 2 additions, 1 amendment and 2 removals.
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The list of approved ISA managers has been updated with 3 additions, 5 amendments and 2 removals.
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The list of approved ISA managers has been updated with 1 addition, 3 amendments and 2 removals.
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The list of approved ISA managers has been updated with 1 addition, 4 amendments and 3 removals.
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The list of approved ISA managers has been updated with 1 addition, 3 amendments and 2 removals.
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The list of approved ISA managers has been updated with 1 addition, 1 amendments and 0 removals.
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The list of approved ISA managers has been updated with 2 additions, 11 amendments and 4 removals.
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The list of approved ISA managers has been updated with one addition, 2 amendments and 3 removals.
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The list of approved ISA managers has been updated with 2 additions, 4 amendments and 5 removals.
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The list of approved ISA managers has been updated with 3 amendments and 2 removals.
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The list of approved ISA managers has been updated with 2 additions, 7 amendments and 3 removals.
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The list of approved ISA managers has been updated with 3 amendments and 2 removals.
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The list of approved ISA managers has been updated with 1 addition and 6 amendments.
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The list of approved ISA managers has been updated with 1 removal.
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The list of approved ISA managers has been updated with 2 additions, 2 amendments and 3 removals.
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The list of approved ISA managers has been updated with 1 addition, 2 amendments and 5 removals.
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The list of approved ISA managers has been updated with 2 amendments
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The list of approved ISA managers has been updated with, 2 additions, 2 amendments and 1 removal.
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The list of approved ISA managers has been updated with 3 amendments and 1 removal.
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The list of approved ISA managers has been updated with 2 amendments and 1 removal.
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The list of approved ISA managers has been updated with 3 additions, 2 amendments, and 1 removal.
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First published.