We believe that investing should be simple. Our goal is to help our clients achieve their financial goals - no matter how big or small.

Three Steps to Get Started

  1. Choose your investment trust. What you opt for will depend on your goals, risk profile and preferences.
  2. Buy shares in the investment trust. Simply select a share dealing platform or speak to a stockbroker to get set up. Choose your account type; for example, a Self Invested Personal Pension, an Individual Saving Account or a Junior Individual Saving Account. You can either contribute a single lump sum or set up regular monthly payments.
  3. Stay informed. Our website makes it easy for you to check the dividend yield and share price performance of your selected investment trust. You can also subscribe to receive email updates from our fund managers.


Please note, by clicking the logos below, you will be re-directed to the new website.

SIPP ISA Junior ISA Regular monthly investing Dividend
Dealing charges Custody charge
AJ Bell Logo
Y Y Y £1.50 1%, minimum £1.50, maximum £9.95 £4.95 if 10 or more online trades in previous month, otherwise £9.95 0.25% pa (max £3.50/month)
Barclays Logo
Y Y N £1 1%, minimum £1, maximum £7.50 £6 online;
£25 telephone
£4/month or 0.1% whichever is higher (max £125/month)
Charles Stanley Logo
Y Y Y Online £11.50; telephone 0.75% - 0.15% (see online for more details) 0.35%/pa (min £24, max £240); waived if one or more chargeable trades in any month
Halifax Logo
Y Y N £2.00 2% (max £2.50) £12.50 online £12.50/pa
Hargreaves Lansdown Logo
Y Y Y £1.50 1%, minimum £1, maximum £10 commission charge Online £11.95 - £5.95 (see online for details); telephone 1% (min £20, max £50) 0.45%/pa (max £45 in ISA, max £200 in SIPP, free in Fund & Share account)
Interactive Investor Logo
Y Y Y Free £0.99 One free trade per month;
then £7.99
£9.99/mth (£19.99/mth for SIPPs)
EQI Logo
Y Y N £1.50 £1.50 Online £5.99 - £10.99 (see online for details);
telephone £27.50
£17.49/qtr (online dealing charges offset against custody charge)

Investing in all types of shares is risky. Make sure you are comfortable with these risks and understand that you may not get back all the money you invest.

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