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
38 FebruaryJanuary 2025 — 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
RevolutWealth TradingClub LtdAsset Management Limited Z2099Z2098 New ISA manager
CharterisCynergy TreasuryBank PortfolioplcZ1378Name Managerschange
Denmark Square Limited Z1394Z1932 Change of address
HaloEmbark InvestInvestment Services Limited Z2093Z1873 Change of address
RowanNational DartingtonSavings &and Co LimitedInvestments Z1119Z1334 Change of address
CaterXTB AllenLimitedZ2086Cash and Cash Junior ISA components added
Business Agent Limited Z1534Z2073 Removed
HSBC Trust Company (UK) Limited — CorporateZ1358Removed
HSBC Trust Company (UK) Limited — RetailZ1359Removed
TigerWit LtdZ1850Removed

Updates to this page

Published 1 March 2023
Last updated 38 FebruaryJanuary 2025 + show all updates

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  25. First published.

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