List of Authorised ISA Managers
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List of authorised ISA managers INDIVIDUAL SAVINGS ACCOUNTS (ISAs) LIST OF AUTHORISED ISA MANAGERS This is a list of persons authorised by HM Revenue & Customs as managers of Individual Savings Accounts under the Individual Savings Account Regulations 1998 (SI 1998 No.1870), as amended. Inclusion of a name of this list means that HM Revenue & Customs are satisfied that the person, firm or company concerned is authorised. Neither HM Revenue & Customs nor any other Government department guarantee that any of those concerned is able to manage Individual Savings Accounts satisfactorily. Nor have HM Revenue & Customs approved any ISA that the ISA manager may offer. Potential investors should take independent advice if they are in any doubt about the suitability of the ISA manager or of a particular ISA. The address shown on this list is normally the manager’s registered office. However, in many cases the day-to-day management of ISAs is carried out elsewhere. Transfer requests sent to this address may therefore be subject to delay as they are re-routed to the correct address. Amendments to the list will be available periodically. ________________________________________________________________________________________________ 2014/10 List of authorised ISA managers Ref. Name Address Components Offered Z1618 6 Towns Credit Union Ltd 382 High Street C West Bromwich, B70 9LB Z1374 Abbey Stockbrokers Ltd Kingfisher House SS Radford Way Billericay CM12 0GZ Z1124 Aberdeen Asset Managers Ltd 10 Queens Terrace SS, C Aberdeen, AB10 1YG Z1125 Aberdeen Fund Managers Ltd 10 Queens Terrace SS, C Aberdeen, AB10 1YG Z1774 Absolute Return Investment Advisers (ARIA) Ltd 4 Duke Street SS Richmond, TW9 1HP Z1475 Accrue Investment Management Ltd 2 Chapel Row SS Queen Square Bath BA1 1HN Z1001 Adam & Co Investment Management Ltd 22 Charlotte Square SS, C Edinburgh EH2 4DF Z1775 Aegon Investment Solutions Ltd Edinburgh Park SS, C Edinburgh, EH12 9SE Z1277 Airdrie Savings Bank 56 Stirling Street C Airdrie ML6 0AW Z1688 AJ Bell Securities Ltd Calverley House SS 55 Calverley Road Tunbridge Wells, TN1 2TU Z1129 Aldermore Bank plc 20 Hook Road C Epsom KT19 8TR Z1155 Alliance Trust & Savings Ltd Alliance Trust Savings Limited SS PO Box 164 8 West Marketgait Dundee, DD1 9YP Z1353 Allianz Global Investors Europe GmbH 155 Bishopsgate SS London, EC2M 3AD Z1785 Amber Financial Investments Ltd Bollin House SS Oakfield Road Cheadle Royal Business Park SK8 3GX Z1542 Ancient Order of Foresters Friendly Society, The Foresters House SS, C 29–33 Shirley Road Southampton SO15 3EW Z1771 Anderson Strathern Asset Management Ltd One Rutland Court SS Edinburgh, EH3 8EY Z1362 Arbuthnot Latham & Co Ltd Arbuthnot House SS, C 20 Ropemaker Street London, EC2Y 9AR Z1829 Architas Multi-Manager Ltd 5 Old Broad Street, London SS EC2N 1AD Z1755 Arjent Ltd 4th Floor SS 25 Christopher Street London, EC2A 2BS ________________________________________________________________________________________________ 2014/10 List of authorised ISA managers Z1004 Arnold Stansby & Co Alexandra Buildings SS, C Queen Street Manchester M2 5JJ Z1157 Artemis Fund Managers Ltd Cassini House SS 57 St James’s Street London SW1A 1LD Z1529 Artemis Investment Management Ltd 42 Melville Street SS Edinburgh EH3 7HA Z1440 Ashcourt Asset Management Ltd 60 Queen Victoria Street SS London EC4N 4TR Z1428 Avalon Investment Services Ltd 5 Church Street SS Tetbury GL8 8JG Z1251 Aviva Investors UK Funds Ltd 1 POULTRY SS, C LONDON UNITED KINGDOM EC2R 8EJ Z1582 Aviva Wrap UK Ltd 5th Floor SS Yorkshire House 2 Rougier Street York YO90 1UU Z1800 AXA Investment Managers GS Ltd 7 Newgate Street SS London, EC1A 7NX Z1703 AXA Investment Managers UK Ltd 7 Newgate St SS London, EC1A 7NX Z1180 AXA Portfolio Services Ltd PO Box 290 SS, C Bristol, BS99 7SL Z1070 Baillie Gifford Savings Management Ltd PO Box 12017 SS Chelmsford CM99 2DU Z1708 Baker Tilly Investment Solutions Ltd Sumner House SS St Thomas’s Road Chorley, PR7 1HP Z1567 Banco Santander Totta SA 68 Cannon Street C London, EC4N 6AQ Z1505 Bank Insinger De Beaufort 80 Haymarket SS, C London, SW1Y 4TE Z1738 Bank of Baroda 32 City Road C London, EC1Y 2BD Z1378 Bank of Cyprus (London) Ltd 87-93 Chase Side C London N14 5BU Z1651 Bank of East Asia Ltd, The London Branch C 75 Shaftesbury Ave London, W1D 5BB Z1637 Bank of Ireland UKFS 1 Temple Quay C Bristol BS99 7AX Z1144 [Bank of Scotland] Now part of Halifax plc C ________________________________________________________________________________________________ 2014/10 List of authorised ISA managers Z1174 Barclays Bank plc Group Tax SS, C Level 29 1 Churchill Place London, E14 5 HP Z1102 Barclays Stockbrokers Ltd 155 St Vincent Street SS, C Glasgow, G2 5NN Z1054 Barratt & Cooke 5 Opie Street SS, C Norwich NR1 3DW Z1244 Bath Investment Building Society 15 Queen Square C Bath, BA1 2HN Z1713 Beaufort Asset Clearing Services Ltd 131 Finsbury Pavement SS London, EC2A 1NT Z1716 Bedworth & Bulkington Credit Union Ltd 7 Leicester Street C Bedworth, CV12 8GG Z1363 Berry Asset Management plc 101 The Chambers SS Chelsea Harbour London SW10 0XF Z1541 Bestinvest (Brokers) Ltd 6 Chesterfield Gardens SS Mayfair London, W1J 5BQ Z1075 Beverley Building Society 57 Market Place C Beverley HU17 8AA Z1053 BIRA Finance Ltd 225 Bristol Road C Edgbaston Birmingham B5 7UB Z1278 Birmingham Midshires plc PO Box 81 C Pendeford Business Park Wolverhampton WV9 5HZ Z1027 Blackrock Investment Management (UK) Ltd 12 Throgmorton Avenue SS, C London, EC2N 2DL Z1227 Blankstone Sington Ltd 91 Duke Street SS, C Liverpool L1 5AA Z1076 BNP Paribas Private Investment Management Ltd 5 Aldermanbury Square SS, C London EC2V 7BP Z1061 BNY Mellon Fund Managers Ltd BNY Mellon House SS, C Ingrave Rd Brentwood, CM15 8TG Z1835 Bramdean Asset Management LLP 42 Bruton Place SS,C London W1J 6PA Z1810 Brent Shrine Credit Union Ltd Ivy Bridge House C 1 Adam Street London, WC2N 6LE Z1210 Brewin Dolphin Ltd Commercial Union House SS, C 39 Pilgrim Street Newcastle-upon-Tyne NE1 6RQ Z1290 BRI Wealth Management plc BRI House SS Elm Court Meriden Green Business Park Coventry CV5 9RL ________________________________________________________________________________________________ 2014/10 List of authorised ISA managers Z1685 Bridgend Lifesavers Credit Union Ltd The Life Long Learning Centre C Murfield Close Sarn Bridgend CF32 9SW Z1826 Bristol Credit Union 112-114 Cheltenham Road, C Bristol BS6 5RW Z1822 Broadstone Wealth Management Limited 55 Baker Street SS London, W1U 7EU Z1595 Brooks MacDonald Asset Management Ltd 111 Park Street SS Mayfair London, W1K 7JL Z1260 Brown Shipley & Co Ltd Founders Court SS, C Lothbury London EC2R 7HE Z1266 Buckinghamshire Building Society High Street C Chalfont St Giles HP8 4QB Z1356 Butterfield Bank (UK) Ltd 99 Gresham Street SS, C London EC2V 7NG Z1176 C Hoare & Company 37 Fleet Street SS, C London EC4P 4DQ Z1274 Cambridge Building Society 51 Newmarket Road C Cambridge CB5 8EG Z1007 Cambridge Fund Managers Ltd PO Box 5596 SS Carscombe Dorchester, DT2 0YS Z1664 Canaccord Genuity Ltd 88 Wood Street SS London, EC2V 7QR Z1483 Canaccord Genuity Wealth Management Ltd 2nd Floor SS 41 Lothbury London EC2R 7AE Z1517 Capel Court plc Town Wall House SS Balkerne Hill Colchester, CO3 3AD Z1659 Capita Financial Investments Ltd 17 Rochester Row SS Westminster London, SW1P 1JB Z1367 Capita Financial Managers Ltd 17 Rochester Row SS Westminster London, SW1P 1JB Z1769 Capita IRG Trustees Ltd The Registry SS 34 Beckenham Road Beckenham, BR3 4TU Z1786 Capital Credit Union Ltd 62 Hamilton Place C Edinburgh, EH3 5AZ Z1562 Cardale Asset Management Ltd 2 Greengate SS Cardale Park Harrogate, HG3 1GY Z1652 Castle & Crystal Credit Union 25 New Street C Dudley, DY1 1LT ________________________________________________________________________________________________ 2014/10 List of authorised ISA managers Z1712 Castle & Minster Credit Union Ltd Upperhead Row C Huddersfield, HD1 2JL Z1802 Castle Trust Capital Management Ltd 41 Lothbury SS London EC2R 7HG Z1619 Castlefield Investment Partners LLP 9th Floor SS 111 Piccadilly Manchester M1 2HY Z1734 Catalyst Fund Management Ltd 125 Old Broad Street SS London, EC2N 1AR Z1644 Catalyst Investment Group Ltd 125 Old Broad Street SS, C London, EC2N 1AR Z1534 Cater Allen Ltd 52-54 Gracechurch Street SS, C London EC3V 0EH Z1737 Cavanagh Financial Management Ltd The Courtyard SS Staplefield Road Cuckfield, RH17 5JT Z1136 Cave & Sons Ltd Lockgates House SS, C Rushmills Northampton NN4 7YB Z1690 Cavendish Asset Management Ltd Chelsea House SS Westgate London W5 1DR Z1632 Cazenove Capital Management Ltd 12 Moorgate SS London EC2R 6DA Z1506 Cazenove Investment Fund Management Ltd 12 Moorgate SS London EC2R 6DA Z1812 Central Liverpool Credit Union Hyslop Street C Liverpool, L8 5UA Z1642 Charity Bank Ltd, The PO Box 398 C 194 High Street Tonbridge, TN9 9BD Z1057 Charles Stanley & Co Ltd 24 Luke Street SS, C London EC2A 4AR Z1394 Charteris Treasury Portfolio Managers Ltd 25 Southernhay East SS Exeter, EX1 1QP Z1235 [Cheshire Building Society] Now part of Nationwide C Building Society Z1305 Chorley & District Building Society Key House C Foxhole Road Chorley PR7 1NZ Z1423 Church House Investments Ltd 3 Goldcroft SS Yeovil BA21 4DQ Z1603 Citibank International plc Citigroup Centre SS, C Canada Square Canary Wharf London, E14 5LB Z1306 City Asset Management plc Suite B4 SS New City Cloisters Old Street London EC1V 9FR ________________________________________________________________________________________________ 2014/10 List of authorised ISA managers Z1421