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You’ll be connected with one of our expert investment advice partners*.

Our Service

When you use our service to connect to an FCA-regulated investment expert, we will provide:

  • Fast response
    The ISA expert you’re matched with will respond to your enquiry within one business day.

  • Free, no-obligation consultation
    Your matched expert will call to discuss your requirements and see how they can help you.

  • Fully informed
    Get a full understanding of S&S ISAs and other investment options to see what’s right for you.

  • Transparent pricing with no hidden fees
    Know exactly what you’ll be paying before you make any decisions or invest any money.

Do I need investment advice?

Investment experts can offer invaluable guidance about Stocks & Shares ISAs and other investment options:

  • Tax-efficient
    Invest in an S&S ISA and all gains and interest you make is free from income tax and capital gains tax.

  • Choice
    Choose from thousands of investments for your savings, across a wide range of sectors.

  • Control
    Take full control and manage your investments yourself. Or get expert advice from an investment advisor.

  • Price
    Set-up your ISA for free with no charges for buying and selling funds and tiered annual pricing as a percentage of funds.

How do financial advisors charge?

Our service is free. We connect you with an investment expert who will call to discuss their service:

  • A small percentage
    Ongoing investment management usually means an annual charge as a small percentage of your investments.

  • Fixed fee
    For a one-off service or transaction such as transferring a pension or buying an annuity.

  • An hourly rate
    This will vary based on the advice provided and will be agreed up-front.

  • Commission
    This usually only applies to products such as insurance or mortgages.