Guidance

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

Find ISA managers approved by HMRC from October 2014.

From:
HM Revenue & Customs
Published
1 March 2023
Last updated
12 MayApril 2024 — See all updates

Documents

Registered Individual Savings Account (ISA) managers

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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 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
XTBMetlife UK Limited Z2086Z2084 New ISA Manager 
ElevateiFAST PortfolioGlobal ServicesBank Limited Z1180Z2085 New ISA Manager 
Evelyn Partners Fund Solutions LimitedZ1837Address updated 
MethodistFundment ChapelLimitedZ1884Address Aidupdated 
London House Exchange Limited Z1243Z1886 Address updatedCash and Junior ISA added
BRISaltus WealthPartners ManagementLLPZ2002Lifetime plcISA added Z1290 
AX Markets LimitedZ1460Removed 
GlobalState PreservationBank Strategiesof LimitedIndia Z1979Z1742 Removed 
MurrayAlvarium AssetInvestment ManagementManagers UK(UK) LimitedLLP Z1678Z1790 Removed 
Holbein Partners LLPZ1818Removed 
I F Mackinnon & Company LLPZ1995Removed 
Published 1 March 2023
Last updated 12 MayApril 2024 + show all updates

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  15. First published.