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

Reference Registered name Change
Z2112Z2113 RCIDMA BankMoneybetter UK LimitedLtd New ISA manager
Z2111Z1362 SwissquoteArbuthnot Latham & Co Limited NewChange of address, Components updated to remove Cash ISA Manager
Z2052Z1483 KingCanaccord &Genuity ShaxsonWealth Asset Management Limited Change of address
Z1675Z1783 OctopusCoutts Money& UnitCompanyComponents Trustcorrected Managersto Limitedinclude Cash Junior ISA and SS Junior ISA
ChangeZ1897Lombard ofOdier registered(Europe) name,S.A.Components tradingcorrected name,from andJunior addressISA to Cash Junior ISA
Z2098Z1126 WealthMetropolitan ClubPolice AssetFriendly ManagementSociety LimitedLtd Components updatedcorrected to include StocksCash Junior ISA and SharesSS Junior ISA
Z1945Z1350 PlataMoai FinanceWealthChange of address
Z1875ConBrio Fund Partners Limited Removed
Z1950Z1881 TitanResolution PensionsCompliance & Investments LtdLimited Removed

Updates to this page

Published 1 March 2023
Last updated 2 JanuaryFebruary 2026 + show all updates
  1. The list of approved Individual Savings Account (ISA) managers has been updated with one addition, 6 amendments and 2 removals.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  37. First published.

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