Original document : https://www.gov.uk/government/publications/list-of-individual-savings-account-isa-managers-approved-by-hmrc

Change description : 2025-03-03 09:00:00: The list of approved ISA managers has been updated with 2 additions, 2 amendments and 1 removal. [Guidance and regulation]

Showing diff : 2025-02-03 09:01:30.419825111 +00:00..2025-03-03 09:00:09.027680456 +00:00

Guidance

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

Find ISA managers approved by HMRC from October 2014.

Documents

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
RevolutBank TradingJ. LtdSafra Sarasin (Gibraltar) Ltd London Branch Z2099Z2100 New ISA manager
CharterisLondon Treasuryand PortfolioCapital ManagersWealth Advisers Limited Z1394Z2101 ChangeNew ofISA addressmanager
HaloColumbia InvestThreadneedle Fund Management Limited Z2093Z1190 Change of address
RowanLightyear DartingtonU.K. & Co LimitedLtd Z1119Z2094 ChangeCash ofJunior addressISA and Stocks and Shared Junior ISA components added
CaterTarget AllenServicing Limited Z1534Z1846 Removed

Updates to this page

Published 1 March 2023
Last updated 3 FebruaryMarch 2025 + show all updates
  1. The list of approved ISA managers has been updated with 2 additions, 2 amendments and 1 removal.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  26. First published.

Sign up for emails or print this page

Update history

2025-03-03 09:00
The list of approved ISA managers has been updated with 2 additions, 2 amendments and 1 removal.

2025-02-03 09:00
The list of approved ISA managers has been updated with 1 addition, 3 amendments and 1 removal.

2025-01-08 15:02
The list of approved ISA managers has been updated with one removal.

2025-01-02 09:00
The list of approved ISA managers has been updated with 1 addition, 5 amendments and 3 removals.

2024-12-02 09:00
The list of approved ISA managers has been updated with 2 additions, 1 amendment and 2 removals.

2024-11-01 09:00
The list of approved ISA managers has been updated with 3 additions, 5 amendments and 2 removals.

2024-10-01 09:00
The list of approved ISA managers has been updated with 1 addition, 3 amendments and 2 removals.

2024-09-02 09:00
The list of approved ISA managers has been updated with 1 addition, 4 amendments and 3 removals.

2024-08-01 09:00
The list of approved ISA managers has been updated with 1 addition, 3 amendments and 2 removals.

2024-07-01 09:00
The list of approved ISA managers has been updated with 1 addition, 1 amendments and 0 removals.

2024-06-03 09:00
The list of approved ISA managers has been updated with 2 additions, 11 amendments and 4 removals.

2024-05-01 09:00
The list of approved ISA managers has been updated with one addition, 2 amendments and 3 removals.

2024-04-02 09:00
The list of approved ISA managers has been updated with 2 additions, 4 amendments and 5 removals.

2024-03-01 09:00
The list of approved ISA managers has been updated with 3 amendments and 2 removals.

2024-02-01 09:00
The list of approved ISA managers has been updated with 2 additions, 7 amendments and 3 removals.

2024-01-02 09:00
The list of approved ISA managers has been updated with 3 amendments and 2 removals.

2023-12-01 09:00
The list of approved ISA managers has been updated with 1 addition and 6 amendments.

2023-11-01 09:00
The list of approved ISA managers has been updated with 1 removal.

2023-10-02 09:00
The list of approved ISA managers has been updated with 2 additions, 2 amendments and 3 removals.

2023-09-01 09:00
The list of approved ISA managers has been updated with 1 addition, 2 amendments and 5 removals.

2023-08-01 09:00
The list of approved ISA managers has been updated with 2 amendments

2023-07-03 09:00
The list of approved ISA managers has been updated with, 2 additions, 2 amendments and 1 removal.

2023-06-01 09:00
The list of approved ISA managers has been updated with 3 amendments and 1 removal.

2023-05-02 09:00
The list of approved ISA managers has been updated with 2 amendments and 1 removal.

2023-04-03 09:00
The list of approved ISA managers has been updated with 3 additions, 2 amendments, and 1 removal.

2023-03-01 09:00
First published.