Our Service
No initial charges on a huge range of ISAs and funds
Avoid up to 5.5% initial charge on new ISAs, transfers and funds.
We give up all our initial commission on lump-sum ISAs and funds, usually 3% (£300 for every £10,000 you invest). This means we make nothing at the time we arrange your investments.
Because we’re one of the UK’s leading discount brokers, we’re able to negotiate additional discounts with many product providers. We don’t keep these additional discounts to ourselves; we pass all the benefits on to you. This means you pay no initial charges at all on lump-sum ISAs and funds, so 100% of your money is put to work as soon as you invest.
You don’t usually pay any initial charges on monthly savings plans either but sometimes the additional fund manager discounts don’t apply.
Invest using platforms
Most of our clients now invest using platforms like Cofunds or Fidelity FundsNetwork. The main reasons being:
- More choice - 1,500 funds from around 70 different fund companies.
- Less paperwork - add to your investments year after year - online - without additional form filling. Of course you can invest by paper application too.
- Consolidated valuations available 24/7.
- Easy, quick switching - no need to be out of the market when switching between funds of different fund companies.
Invest off-platform
If you prefer, you can invest directly with fund companies like Artemis, Fidelity, Henderson, Invesco Perpetual, Jupiter, M&G, Newton and many more...
You will usually have to complete paperwork when investing directly because most fund companies offer limited online capability.
FREE online account FUNDSFOLIO
See a valuation of all your ISAs and funds – updated daily – together with fund performance information. ***Login to Fundsfolio to see Special Offers that save you even more money***
Include funds you already own, with one simple Registration Form – FREE to post and takes 1 minute to complete.
Better Information
Our comprehensive information service includes consolidated valuations, fund monitoring, unit trust/oeic prices, fund factsheets, charts and more... for all UK funds, offshore funds, life funds and pension funds. You also get daily prices for most UK shares.
Consolidated Valuations
See the value of all your funds in FUNDSFOLIO – our easy to use online valuation and fund monitoring account.
The best thing about FUNDSFOLIO is that it includes all your fund investments, even where you hold them with different product providers. Your valuation is always up to date using the latest prices. When you’ve invested in, or registered investments from 32 of the UK’s leading platforms/fund companies, we’ll keep the number of units/shares you own up to date on a weekly/monthly basis for you.
If you’ve invested or registered investments from other providers, you can enter the number of units/shares you own and we’ll use the latest prices to keep those values up to date too.
Your valuation lets you group your investments by Plan Manager, Fund Manager, Product Type, Fund or Sector.
Fund Monitoring
Use FUNDSFOLIO to keep track of the performance of your funds too. Your online report is tailored to your own portfolio of funds and shows you:
Fund prices, Performance, Factsheets and more...
If you want more information about your funds or want to research funds outside your portfolio, just go to our Fund Research page.
Select a fund and you’ll be able to see and download lots of information, including:
- The latest price
- Performance information, including 1,3 and 5 Year performance and more...
- Factsheets, including the provider's factsheet
- Fund Report & Accounts
- Key Investor Information Document (KIID)
- Charts
This is one of our most popular pages and is free to use for all investors.