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
21 DecemberNovember 2024 — See all updates

Documents

Registered Individual Savings Account (ISA) managers

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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
StratiphyHalo Invest Limited Z2096Z2093 New ISA managerManager
UpvestKroo SecuritiesBank Ltd Z2097Z2095 New ISA managerManager
Lightyear U.K. LtdZ2094New ISA Manager
CMC Markets Investments LimitedZ2062Cash component added
Scottish Widows Schroder Personal Wealth LimitedZ2083Change of address
SG Kleinwort Hambros Bank LimitedZ1523Cash Junior ISA component added
Titan Settlement & Custody LtdZ1903Change of name from Global InvestmentPrime StrategyPartners UKLtd
Waystone Financial Investments Limited Z1766Z1659 Change of name from Link Financial Investments, change of address
SanlamOdey SecuritiesWealth UKManagement (UK) Limited Z2057Z1744 Removed
TescoTilney PersonalAsset FinanceManagement plcServices Limited Z1751Z1440 Removed

Updates to this page

Published 1 March 2023
Last updated 21 DecemberNovember 2024 + show all updates

  1. The list of approved ISA managers has been updated with 2 additions, 1 amendment and 2 removals.

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

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

  4. The list of approved ISA managers has been updated with 1 addition, 4 amendments and 3 removals.

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

  6. The list of approved ISA managers has been updated with 1 addition, 1 amendments and 0 removals.

  7. The list of approved ISA managers has been updated with 2 additions, 11 amendments and 4 removals.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  22. First published.

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