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
12 DecemberJanuary 20252026 — 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
Z2110Z2112 ChipRCI FinancialBank (Investments)UK Limited New ISA manager entry
Z1775Z2111 AegonSwissquote Investment Solutions Limited UpdatedNew to include Stocks and Shares Junior ISA Manager
Z1967Z2052 FreetradeKing & Shaxson Asset Management Limited Change of address
Z1777Z1675 JPOctopus MorganMoney PersonalUnit InvestingTrust Managers Limited Change of registered namename, fromtrading Nutmegname, Saving and Investment Limitedaddress
Z2044Z2098 LogicWealth InvestmentClub Asset Management Limited ChangeComponents ofupdated addressto include Stocks and Shares ISA
Z1927Z1945 ArchOverPlata Finance Limited Removed
Z1210Z1950 BrewinTitan DolphinPensions Limited& Investments Ltd Removed

Updates to this page

Published 1 March 2023
Last updated 12 DecemberJanuary 20252026 + show all updates

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

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

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

  4. The list of approved ISA managers has been updated with 2 additions, 8 amendments and 2 removals.

  5. The list of approved ISA managers has been updated with one addition, one amendment and 5 removals.

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

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

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

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

  10. The list of approved ISA managers has been updated with 2 additions, 8 amendments and 1 removal.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  36. First published.

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