Direct Investment Service

Managing your own investment decisions with our administrative support
Speak to us

If you would like to discuss your options in further detail, our friendly Investor Support Team are on hand to help.

0800 33 99 99

Alternatively arrange a callback

8:00am - 6:00pm, Monday - Friday (excluding public holidays)

Speak to us

If you would like to discuss your options in further detail, our friendly Investor Support Team are on hand to help.

0800 33 99 99

Alternatively arrange a callback

8:00am - 6:00pm, Monday - Friday (excluding public holidays)

Speak to us about our investment portal

Our Direct Investment Service is best suited for existing clients with straight-forward portfolios and non-complex personal circumstances, whose investments no longer require on-going financial advice.

What the service offers

  • On-going investment management and safe custody of assets without on-going advice or an annual review with a financial planner
  • Investment reports
  • Annual tax statements
  • Dedicated and friendly support team to help with any account queries and to process instructions regarding your account, such as buying and selling holdings, withdrawals and top-ups
  • Access to view your portfolio and see how it's performing via the online portal and mobile app
  • An online library of required forms available for download
  • Regular news articles and research updates via the online client portal and our website
What the service does not offer
  • Financial advice regarding any further transactions you make. You are responsible for any investment decisions you make and for the ongoing suitability of your investments for your needs. Of course, if in the future you are unsure what to do, we can arrange one-off advice for you.*

*Fees apply.

Fees

Our tiered pricing scale is as follows;

Amount invested on our platform* Annual platform fee
Up to £500,000 0.25%
£500,001 - £1,000,000 0.20%
£1,000,001 - £1,500,000 0.10%
Above £1,500,001 0%

*We do not charge a platform fee on cash or fixed term deposits.

Useful forms

CBAM6354 Internal Transfer

Download

CBAM3536 ISA Application

Download

CBAM3537 Investment Account Application

Download

CBAM5911 SIPP Contribution

Download

CBAM5912 APS Allowance

Download

CBAM2710 Execution only mandate

Download

Regular Payment request

Download

CBAM4084 Bank Account Nomination and Evidence

Download

CBAM1051 Cash withdrawal request

Download

CBAM4593 Stocks and Shares ISA Transfer Authority

Download

CBAM140 ISA Transfer Authority

Download

CBAM4595 Investment Account Transfer Authority

Download

CBAM4596 SIPP Transfer Authority

Download

CBAM5808  Internal transfer authority form for personal representatives

Download

CBAM429 Cash withdrawal request form for personal representatives

Download

­­CBAM6365 Close SIPP benefit form

Download

How to request online access

To set up online access to view your portfolio 24/7 via our online portal, generate ad-hoc reports and to receive research updates, simply call or email us to provide us with your email address and we'll do the rest. Once you’re set up with online access, you’ll also be able to download our mobile app to view your portfolio on the go.

Email us to find out more

Lady at desk

Should you need one-off financial advice

We understand that things change, so if at any time in the future you would like to speak to one of our financial planners, we can arrange this for you. However, a one-off fee would be charged and we cannot guarantee that this consultation will be with your previous adviser.

Contact us
Coffee shop meeting

Did you know we have our own platform where you can transact online?

If you’re confident making your own investment decisions, and taking responsibility for them, our Self-Directed Service is a competitively priced, fully online service which allows you to carry out your own transactions and trades via our online portal, at your own convenience. You will be able to search 1000's of investments, generate ad-hoc reports, see how your portfolio is performing, and have access to a wealth of research and support material.

Our platform fees start as low as 0.25% and reduce based on the amount invested. This service is supported by our friendly Investor Support Team who are on hand to offer support via email or telephone.

You’ll need an email address to sign up for this service and our team can check whether your investments are eligible to be held on a self-directed basis.

 

Contact us to discuss if you are eligible for this service

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Before you invest, make sure you feel comfortable with the level of risk you take. Investments aim to grow your money, but they might lose it too.