What we do for you

Save time and effort

CommShare Money will save you time and effort: see how much you’re worth – instantly.

  • What you own – your Stocks and Shares ISAs, pensions, bank accounts, property…
  • And what you owe – mortgages, loans, credit card balances…
  • Track your spending
  • Keep documents secure in your personal document folders

Use CommShare Money as much – or as little – as you feel comfortable with. You’re in control.

Arrange and manage your investments

Invest online, by phone or post and manage all your investments in one place.

We’re on hand to answer questions and help with paperwork.

Here are some of the investments we can arrange for you:

Pay lower charges

Our charge is 0.34% a year, based on the value of your investments. That’s £34 a year for £10,000 invested.

And we aim to help you keep your investment product and fund charges low.

Read more about charges here

Pay less tax

Use Stocks and Shares ISAs and other investments to cut your tax bills and boost your investment profits. 

Less tax means more for you. Simple as that. 

Avoid costly investing mistakes

We tell you helpful, easy ways to avoid costly investing mistakes – all in “plain English”.

Sent by email to everyone who uses CommShare Money.

Find out more about CommShare Money here.

Stay safe

It’s more important than ever to safeguard your money. Here’s how we help:

  • We’re authorised and regulated by the Financial Conduct Authority (FCA)
    You can check our details on the Financial Services Register at www.fca.org.uk/firms/financial-services-register or call the FCA on 0800 111 6768
  • We only deal with regulated products
  • If you link bank and credit card accounts in CommShare Money you never share login details with us
  • We use a secure message system for sharing confidential information with you
  • All your data is encrypted and held securely