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
31 MarchApril 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
BankZ1844London J.Plus SafraCredit SarasinUnion (Gibraltar)LtdNew Ltd LondonISA Branchmanager
Z2100Z2102 New Vida Bank LimitedNew ISA manager manager
LondonZ2047Cushon andMoney CapitalLimitedChange Wealthof Advisersaddress
Z1932Denmark Square Limited Z2101Change of address
NewZ1884Fundment LimitedComponent updated to include Lifetime ISA manager
ColumbiaZ1955Housemartin ThreadneedleProperty FundLimitedChange Managementof Limitedregistered name, trading name and address
Z1190Z1136 MHA Wealth LimitedChange of registered name, trading name and address
LightyearZ1808Seven U.K.Investment LtdManagement LLP Z2094Change of address
CashZ2046Tembo JuniorSavings ISALimitedChange andof Stocksregistered name and Sharedtrading Juniorname
Z1488Verso ISAInvestment componentsManagement addedLLPChange of address
TargetZ16186 ServicingTowns Credit Union Limited Z1846Removed

Updates to this page

Published 1 March 2023

Last updated 31 MarchApril 2025 + show href="#full-history">+ show all updates

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

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