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
IBPMetlife MarketsUK Limited Z2037Z2084 CompanyNew inISA administrationManager 
SecureiFAST TrustGlobal Bank plcLimited Z1893Z2085 New ISA Manager 
Evelyn Partners Fund Solutions LimitedZ1837Address updated 
WaystoneFundment fundLimitedZ1884Address Servicesupdated 
London (UK)House Exchange Limited Z1520Z1886 NameAddress updatedCash and Junior ISA added
HansonSaltus AssetPartners ManagementLLPZ2002Lifetime ISA added 
AX Markets Limited Z1823Z1460 Removed 
VitalityState LifeBank Limitedof India Z1977Z1742 Removed 
Alvarium Investment Managers (UK) LLPZ1790Removed 
Holbein Partners LLPZ1818Removed 
I F Mackinnon & Company LLPZ1995Removed 
Published 1 March 2023
Last updated 12 MarchApril 2024 + show all updates
  1. The list of approved ISA managers has been updated with 2 additions, 4 amendments and 5 removals.

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

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

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

  5. The list of approved ISA managers has been updated with 1 addition and 6 amendments.

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

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

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

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

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

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

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

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

  14. First published.