Tax efficient

Self-select ISAs

Nominee trading in a tax efficient wrapper

Trading in most UK stocks on the London Stock Exchange and some foreign stocks, within HM Revenue & Customs Regulations.
Dealing on 3 working day settlement with sale proceeds retained within the account.
Any dividends due will be paid to your nominee ISA account, and can be accumulated within the account for potential tax-efficient re-investment, or can be sent to you or your bank account on a regular basis.
Dividend reinvestment plan facility where offered.
Quarterly statements are provided showing all movements of funds on your account.
Half-yearly valuation statements are provided showing the current value of your holdings and the increase or decrease in portfolio value.
ISA transfers are accepted from other ISA plan managers.
Online trading for ISA accounts is now available.

Fees and Commission Rates

Please see the Fee Schedule page for all fees and commission rates.

To open your account, for further information or to register for online access to your account.

Call 0151 242 3570 (8.00am - 4.30pm, Monday to Friday, excluding Bank Holidays). Telephone calls may be monitored and recorded to help with staff training and improving customer service and security.

Click here for an application form (PDF format, 185KB)

Click here for a Direct Debit Mandate (PDF format, 67KB)

Click here for a Mailshare form (PDF format, 67KB)

YOU MAY NOT GET BACK THE FULL AMOUNT OF YOUR INVESTMENT, INCOME GENERATED BY INVESTMENT MAY FALL. IF IN DOUBT PLEASE SEEK ADVICE FROM AN INVESTMENT ADVISOR. ALL CUSTOMERS ENTER INTO TRANSACTIONS AT THEIR OWN RISK.