Guidance

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

Find ISA managers approved by HMRC from October 2014.

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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
MarlboroughClearbank LimitedZ2081Added
Cumberland Building SocietyZ1304Address updated
Freetrade LimitedZ1967Address updated
Maunby Investment Management LimitedZ1416Address updated and stocks and shares JISA component added
Verso Investment Management LLPZ1488Registered and trading names updated
Yealand Fund ManagersServices Limited Z1427Z1855 RemovedRegistered name updated
Saveable LimitedZ2040 LISA component added
Published 1 March 2023
Last updated 1 NovemberDecember 2023 + show all updates
  1. The list of approved ISA managers has been updated with 1 addition and 6 amendments.

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

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

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

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

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

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

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

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

  10. First published.