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
| Registered name | Reference | Change |
|---|---|---|
| Z2104 | Family Assurance Friendly Society Limited | New ISA manager |
| Z2062 | CMC Markets Investments Limited | Component updated to include Stocks and Shares Junior ISA and Cash Junior ISA |
| Z1777 | Nutmeg Saving and Investment Limited | Change of address |
| Z1424 | TrinityBridge Fund Management Limited | Change of registered name, trading name and address |
| Z2101 | W1M Wealth Management Limited | Change of registered name and address |
| Z1816 | Fairstone Private Wealth Limited | Removed |
| Z2027 | Fineco Bank SPA | Removed |
| Z2042 | London Court Limited | Removed |
| Z1617 | Phoenix Life Assurance Limited | Removed |
Updates to this page
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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.