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Account ChoicesWe offer something for everyone

PUTTING YOU IN CONTROL

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Our Accounts are designed to help you address the needs of your clients throughout their various life stages.

As standard, for all adult Accounts we offer:

THE ACCOUNT TYPES WE OFFER

General Investment Account

General Investment Account
(GIA)

For accessible investing with no upper limits by one or more individuals, clubs, societies, trusts and corporations.

Self Invested Personal Pension

Self Invested Personal Pension Account
(SIPP)

For long term, tax-advantaged investing by (or on behalf of) an individual, combined with the option for flexible withdrawal of income from age 55.

Individual Savings Account

Individual Savings Account
(ISA)

For accessible tax-advantaged investing by an individual.

Child Accounts

Child Accounts
(Choice of three)

To help your clients give their children a head start in life. Manage investments on behalf of a child through our Junior ISA, Child SIPP and First Steps GIA Account.

THE ACCOUNT TYPES WE OFFER

LIKE FOR LIKE FOR LESS

Our flat Account fees mean we are one of the most cost-effective options for larger Account sizes compared to the top five advised platforms by assets under administration.

But paying less doesn't mean you have to compromise on functionality or choice. You might be surprised how well we compare.

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