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

Change description : 2025-09-01 09:00:00: The list of approved ISA managers has been updated with one addition, one amendment and 5 removals. [Guidance and regulation]

Showing diff : 2025-08-07 16:27:42.318069710 +00:00..2025-09-01 08:00:13.271455703 +00:00

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
1 SeptemberAugust 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

Reference Registered name Change
Z2107Z2106 AtomeToro Bank(UK) PlcLtd New ISA manager
Z2016Z1916 WealthkernelBayonet Ventures LLPChange of address
Z1607Evelyn Partners Asset Management Limited Change of address
Z1745Evelyn Partners Discretionary Investment Management LimitedChange of address and component updated from Junior ISA to Stocks and Shares Junior ISA
Z1092Evelyn Partners SecuritiesChange of address and component updated from Junior ISA to Stocks and Shares Junior ISA
Z2104Family Assurance Friendly Society LimitedComponent updated to include CashLifetime ISA
Z1181Franklin Templeton Fund Management LimitedChange of registered name, change of FCA Reference and component updated to remove Cash JuniorISA
Z1989Hilbert Investment Solutions LtdComponent updated to remove Innovative Finance ISA
Z2090Z1807 AbbeyNavera FinancialInvestment ServicesManagement (N.I.)LimitedChange of registered name
Z1057Raymond James Wealth Management Limited RemovedChange of registered name
Z1272Z1453 CreditTilney SuisseDiscretionary (UK)Portfolio Management Limited RemovedChange of address and component updated from Junior ISA to Stocks and Shares Junior ISA
Z1847Z1283 IntelligentTrinityBridge MoneyLimitedChange of registered name, trading name and address
Z1855Yealand Fund Services Limited RemovedChange of address
Z1877Z2088 KapwealthArtorius LtdWealth Management Limited Removed
Z1454Z1657 SVMHawksmoor AssetInvestment Management Limited Removed
Z1234Sainsbury’s Bank PlcRemoved

Updates to this page

Published 1 March 2023
Last updated 1 SeptemberAugust 2025 + show all updates

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

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Update history

2025-09-01 09:00
The list of approved ISA managers has been updated with one addition, one amendment and 5 removals.

2025-08-01 09:00
The list of approved ISA managers has been updated with one addition, 12 amendments and 3 removals.

2025-07-01 09:00
The list of approved ISA managers has been updated with one addition, 9 amendments and 0 removals.

2025-06-02 09:00
The list of approved ISA managers has been updated with one addition, 4 amendments and 4 removals.

2025-05-01 09:00
The list of approved ISA managers has been updated with 1 addition, 9 amendments and 1 removal.

2025-04-01 09:00
The list of approved ISA managers has been updated with 2 additions, 8 amendments and 1 removal.

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.