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ISAs & Funds, SIPPs and Stakeholder Pensions from the UK’s best known investment companies, including:
Artemis, Aviva, Cofunds, Fidelity Fundsnetwork, Invesco Perpetual, Jupiter, Legal & General, M&G and many more...
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Register your existing investments to benefit from annual cashbacks, valuations and fund monitoring. No need to transfer.
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We arrange ISA and Pension Transfers too.
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It’s quick and easy to invest the way you want with great discounts and annual cashbacks.
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No initial commission on ISAs & Funds. Save up to 5.5%, £587.40 on a new £10,680 ISA.
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Annual cashbacks from new and registered investments. You get 50% of the total renewal commission from your all your investments that pay it.
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Reduced charges on SIPPs and Stakeholder Pensions.
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We do all the hard work so you don’t have to.
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Track the value and performance of all your funds with our free online account Fundsfolio.
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See all your funds in one place, even if they’re held with many different investment companies/fund supermarkets.
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Includes a consolidated valuation with prices updated daily, performance figures over 1,3 and 5 years with quartile ranking by sector.
An easy way to track the value and performance of all your funds FREE, instant, secure and could pay you money too!
- No need to invest, transfer or change your investments
- Tailored to your own portfolio
- Covers ISAs, Funds, Offshore Funds, Pensions, Insurance Funds & Shares
- Includes the best known investment firms and platforms/fund supermarkets
- Free to use – for all investors
- Discounted Initial Charges – save up to 5.5% when you invest
- Annual Cashbacks - a 50% share of the total renewal commission from your new and existing investments
Most popular for ISAs and Funds
5.25% Initial Charge reduced to 0%
50% Share of Renewal Commission
Valuation and Fund monitoring: 
No Initial Commission on ISAs or Funds
50% Share of Renewal Commission
Valuation and Fund monitoring:
No Initial Commission on ISAs or Funds
50% Share of Renewal Commission
Valuation and Fund monitoring:
5% Initial Charge reduced to 0%
50% Share of Renewal Commission
Valuation and Fund monitoring:
5.25% Initial Charge reduced to 0%
50% Share of Renewal Commission
Valuation and Fund monitoring:
4% Initial Charge reduced to 1% (A Class) or No Initial Charge with 1.5% cashback (X Class)
50% Share of Renewal Commission
Valuation and Fund monitoring:
| Company |
Initial Charge |
Renewal
to Share |
| Save |
Pay |
| Aberdeen |
4.25% |
0% |
0.5% p.a. |
| Allianz Global |
3% |
0% |
0.5% p.a. |
| Artemis |
5.25% |
0% |
0.5% p.a. |
| Axa Framlington |
5.25% |
0% |
0.5% p.a. |
| BlackRock |
5% |
0% |
0.5% p.a. |
| F&C |
4% |
1% |
0.5% p.a. |
| Fidelity |
3.5% |
0.5% |
0.5% p.a. |
| First State |
4% |
0% |
0.5% p.a. |
| Franklin Templeton |
4% |
1.5% |
0.5% p.a. |
| Henderson |
4.5% |
0.5% |
0.5% p.a. |
| Ignis |
4.25% |
1% |
0.5% p.a. |
| Invesco Perpetual |
5% |
0% |
0.5% p.a. |
| Investec |
3.75% |
0.75% |
0.5% p.a. |
| JP Morgan |
4.25% |
0% |
0.5% p.a. |
| Jupiter |
5.25% |
0% |
0.5% p.a. |
| Legal & General |
5% |
0% |
0.5% p.a. |
| Liontrust |
4% |
1% |
0.5% p.a. |
| M&G |
4% |
1% |
0.5% p.a. |
| Marlborough |
4% |
1% |
0.5% p.a. |
| Neptune |
5% |
0% |
0.5% p.a. |
| Newton |
4% |
0% |
0.5% p.a. |
| Rathbone |
4.5% |
1% |
0.5% p.a. |
| Schroders |
5.25% |
0% |
0.5% p.a. |
| Standard Life |
4% |
1% |
0.5% p.a. |
| Threadneedle |
3.75% |
0% |
0.5% p.a. |
| Unicorn |
5.25% |
0.25% |
0.5% p.a. |
| These are typical charges and savings for lump sum investments - inside and outside ISAs. Click here to check discounts by fund. |