Guidance

List of Individual Savings Account (ISA) managers approved by HMRC

Find ISA managers approved by HMRC from October 2014.

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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 ISA manager approval is not an endorsement of a firm or its products.

HMRC does not approve ISA products offered by ISA managers.managers and ISA eligibility of an investment does not guarantee returns or protect you from losses. 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
BankNovia PictetGlobal & Cie (Europe) AG London BranchLimited Z2080Z2078 New ISA Manager
Wealthify LimitedCIRCA5000 Z2079Z2050 NewCash and Cash Junior ISA Managercomponents added
MaunbyNetwealth InvestmentInvestments Management Limited Z1416Z1885 Address updated
ThirdAllianz PlatformGlobal ServicesInvestors LimitedGmbH Z1888Z1353 Cash ISA and Cash Junior ISA components addedRemoved
CrowdcubeBusiness CapitalLoan Network Limited Z1879Z1984 Removed
TroyGaudi AssetRegulated ManagementServices Limited Z1757Z1922 Removed
WMManchester ThomsonBuilding &SocietyZ1683Removed
IG SonsMarkets Limited Z1921Z1830 Removed
Published 1 March 2023
Last updated 21 OctoberSeptember 2023 + show all updates
  1. The list of approved ISA managers has been updated with 2 additions, 2 amendments and 3 removals.

  2. The list of approved ISA managers has been updated with 1 addition, 2 amendments and 5 removals.

  3. The list of approved ISA managers has been updated with 2 amendments

  4. The list of approved ISA managers has been updated with, 2 additions, 2 amendments and 1 removal.

  5. The list of approved ISA managers has been updated with 3 amendments and 1 removal.

  6. The list of approved ISA managers has been updated with 2 amendments and 1 removal.

  7. The list of approved ISA managers has been updated with 3 additions, 2 amendments, and 1 removal.

  8. First published.