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How it works

HOW IT WORKS

A step-by-step guide to make sure you get the most out of your investments

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Features and benefits

FEATURES AND BENEFITS

With an extensive range of investment tools, support and unique account features we have everything you need to invest successfully

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Have an investment goal?

HAVE AN INVESTMENT GOAL?

We have the tools and calculators to help you get there. Find out what you need to invest to achieve your goal

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Choose an account

CHOOSE AN ACCOUNT

If you know your objectives, we can help you decide which account best suits your investment needs.

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OUR RANGE OF INVESTMENTS

Choose from more than 2,500 funds plus investment trusts, ETFs and shares

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Investment Ideas

INVESTMENT IDEAS

Invest right away with our investment selector or decide with the help of our free guides, videos and research

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Costs

COSTS

With transparent costs and market leading fund discounts, find out how much you could save by becoming an Online Investment Service client

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WHAT OUR CLIENTS SAY

WHAT OUR CLIENTS SAY

Don't just take our word for it, read reviews by our clients to find out what others have to say about us

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If you’d like more support investing we have a range of other services...

INVESTMENT ADVISORY SERVICE

Benefit from the ongoing support and personalised advice of a professional investment adviser to make sure you meet your goals.

  • Frequent, proactive communication from your adviser to help optimise the performance of your portfolio
  • Full bespoke portfolio review with your adviser every year to ensure your investments are on track to meet your goals
  • Expert advice on the choice of an asset allocation model to support your investment objectives
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MANAGED PORTFOLIO SERVICE

We will look after your money over the long term and make all the management decisions to ensure your portfolio is continuing to meet your goals.

  • Ongoing active management by our highly qualified investment professionals
  • Choose from a range of investment strategies designed to meet your goals
  • Transparent and competitive pricing to keep the cost of investing down
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FINANCIAL PLANNING

We have a team of expert wealth managers across the UK who can create bespoke solutions that work across all aspects of your wealth at every stage of your life.

  • The expertise of a local qualified financial planner to help meet your goals
  • Regular review meetings to make sure your plans are still on track
  • Six-monthly written valuations that include a review of short-term and long-term performance and our latest views on the outlook for investment markets
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OUR AWARDS

Past performance is not a reliable indicator of future returns

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