Guidance: List of approved Individual Savings Account (ISA) managers

S&T Asset Management LLP 43-45 Market Street, Marple, Stockport, Cheshire, SK6 7AA Z1719 501695 Stocks and Shares OC344828 Saffron Building Society 1A Market Place, Saffron, Walden, CB10 1HX Z1246 100015 Cash Mutual Society Number 485B Sainsbury’s Bank plc 3 Lochside Ave, Edinburgh, EH12 9DJ Z1234 184514 Cash 03279730 Saltus Partners LLP
(trading as Saltus Investment Managers) 22-23 Old Burlington Street, London, W1S 2JJ Z2002 402531 Stocks and Shares, Cash Junior ISA OC308328 Sanlam Financial Services UK Limited One Temple Quay, 1 Temple Back East, Bristol, BS1 6DZ Z1696 472783 Stocks and Shares 02354894 Sanlam Private Investments (UK) Ltd 24 Monument Street, London, England, EC3R 8AJ Z1184 122588 Stocks and Shares, Stocks and Shares Junior ISA 02041819 Sanlam Securities UK Limited 24 Monument Street, London EC3R 8AJ Z2057 124345 Stocks and Shares 1825671 Santander ISA Managers Limited 287 St Vincent Street, Glasgow, G2 5NB Z1065 171448 Cash, Stocks and Shares SC151605 Santander UK plc 2 Triton Square, Regent’s Place, London, NW1 3AN Z1820 106054 Cash 02294747 Sapia Partners LLP 4th Floor 3 More London Riverside, London, England, SE1 2AQ Z1811 550103 Innovative Finance ISA, Stocks and Shares, Stocks and Shares Junior ISA OC354934 Sarasin & Partners LLP Juxon House, 100 St Paul’s Churchyard, London, EC4M 8BU Z1890 475111 Stocks and Shares OC329859 Sarasin Asset Management Limited Juxon House, 100 St Paul’s Churchyard, London, EC3M 8BU Z1906 163584 Stocks and Shares 01497670 Sarasin Investment Funds Limited Juxon House, 100 St Paul’s Churchyard, London, EC4M 8BU Z1502 122244 Stocks and Shares 02190813 Saveable Limited
(trading as Plum Money) 2nd Floor Moorgate House, 5–8 Dysert Street, London, EC2A 2BX Z2040 739214 Cash, Stocks and Shares 09777255 Saxo Capital Markets UK Limited 26th Floor, 40 Bank Street, Canary Wharf, London, E14 5DA Z1849 551422 Stocks and Shares 07413871 Schroder & Co Limited 1 London Wall Place, London, EC2Y 5AU Z1819 144206 Stocks and Shares 02280926 Schroder Unit Trusts Limited 1 London Wall Place, London, EC2Y 5AU Z1825 197288 Stocks and Shares 04191730 Scottish Building Society SBS House, 193 Dalry Road, Edinburgh, EH11 2EF Z1261 206034 Cash Mutual Society Number 32BS Scottish Friendly Asset Managers Limited Scottish Friendly House, 16 Blythswood Square, Glasgow, G2 4HJ Z1397 188832 Cash, Stocks and Shares   Scottish Widows Administration Services Limited 69 Morrison Street, Edinburgh, EH3 8YF Z1982 139398 Stocks and Shares 01132760 Scottish Widows Schroder Personal Wealth (ACD) Limited One London Wall, London, EC2Y 5EA Z2029 834833 Stocks and Shares, Stocks and Shares Junior ISA 11722973 Scottish Widows Unit Trust Managers Limited 69 Morrison St, Edinburgh, EH3 8YF Z1117 122129 Stocks and Shares 01629925 Seccl Custody Limited 20 Manvers Street, Bath, United Kingdom, BA1 1JW Z2000 793200 Stocks and Shares, Stocks and Shares Junior ISA 10430958 Secure Trust Bank plc 1 Arleston Way, Shirley, Birmingham, B90 4LH Z1893 204550 Cash, Cash Junior ISA 00541132 Seven Investment Management LLP 55 Bishopsgate, London, England, EC2N 3AS Z1808 589124 Stocks and Shares OC378740 SG Kleinwort Hambros Bank Limited One Bank Street, Canary Wharf, London, E14 4SG Z1523 119250 Cash, Stocks and Shares 00964058 Shard Capital Partners LLP 20 Fenchurch Street, London, England, EC3M 3BY Z1843 538762 Stocks and Shares OC360394 Share Credit Limited Suit E, 18th Floor, 40 Bank Street, London, E14 5NR Z1983 719365 Innovative Finance ISA 09540341 Share In Ltd Argyle House, 3 Lady Lawson Street, Edinburgh, EH3 9DR Z1908 603332 Cash, Stocks and Shares, Innovative Finance ISA, Cash Junior ISA, Stocks and Shares Junior ISA, Lifetime ISA SC408803 Shawbrook Bank Limited Lutea House, Warley Hill Business Park, The Drive, Great Warley, Brentwood, Essex, CM13 3BE Z1793 204574 Cash 00388466 Sheffield Mutual Friendly Society Limited 3 Maple Park, Maple Court, Tankersley, Barnsley, S75 3DP Z1525 139855 Cash, Stocks and Shares Mutual Society Number 810F Shore Capital Stockbrokers Limited Cassini House, 57-59 St James’s Street, London, England, SW1A 1LD Z1504 124784 Stocks and Shares 01850105 Signia Money Limited FKS House, 40-44 Newman Street, London, W1T 1QD Z2020 631257 Innovative Finance ISA 07401825 Skipton Building Society The Bailey, Skipton, BD23 1DN Z1219 153706 Cash, Lifetime ISA, Cash Junior ISA Mutual Society Number 518B Slater Investments Limited Nicholas House, 3 Laurence Pountney Hill, London, EC4R 0EU Z1925 165999 Stocks and Shares, Stocks and Shares Junior ISA 02863882 Smith & Williamson Fund Administration Limited
(trading as St Vincent St Fund Administration) 25 Moorgate, London, EC2R 6AY Z1837 122401 Stocks and Shares 01934644 Smith & Williamson Investment Services Limited 25 Moorgate, London, EC2R 6AY Z1313 131816 Cash, Lifetime ISA, Stocks and Shares, Stocks and Shares Junior ISA 00976145 St James’s Place Investment Administration Limited 1 Tetbury Road, Cirencester, GL7 1FP Z1838 622916 Stocks and Shares 08764231 Standard Life Savings Limited Dundas House, 20 Brandon Street, Edinburgh, EH3 5PP Z1344 188796 Cash, Stocks and Shares SC180203 State Bank of India 15 King Street, London, EC2V 8EA Z1742 139156 Cash FC004460 State Bank of India (UK) Limited 15 King Street, London, EC2V 8EA Z1970 757156 Cash, Cash Junior ISA 10436460 Stellar Asset Management Limited Kendal House, 1 Conduit Street, London, United Kingdom, W1S 2XA Z1821 474710 Stocks and Shares 06381679 Sterling ISA Managers Limited
(trading as Advance by Embark) Tricentre Two, New Bridge Square, Swindon, Wiltshire, SN1 1HN Z1438 191278 Cash, Stocks and Shares, Stocks and Shares Junior ISA 02395416 Strowz Limited 14 Grays Inn Road, London WC1X 8HN Z2009 792373 Stocks and Shares, Stocks and Shares Junior ISA 10540836 SVM Asset Management Limited 7 Castle Street, Edinburgh, EH2 3AH Z1454 146873 Stocks and Shares SC125817 Swansea Building Society 11-12 Cradock Street, Swansea, SA1 3EW Z1377 206066 Cash Mutual Society Number 169B Synergy Financial Products Limited Centrium 1, Griffiths Way, St Albans, AL1 2RD Z1740 312416 Cash, Stocks and Shares 01792304 T. Bailey Fund Services Limited 64 St James’s Street, Nottingham, NG1 6FJ Z1520 190293 Stocks and Shares 03720363 TAM Asset Management Ltd City Tower, 40 Basinghall Street, London, EC2V 5DE Z1100 208243 Cash, Stocks and Shares 04077709 Target Servicing Limited Imperial Way, Newport, NP10 8UH Z1846 454569 Cash, Stocks and Shares 05618062 Teachers’ Building Society Allenview House, Hanlam Road, Wimborne Minster, BH21 1AG Z1097 156580 Cash Mutual Society Number 347B Telford Mann Limited Ironstone Place, Kettering, United Kingdom, NN14 1FN Z1950 143390 Stocks and Shares, Stocks and Shares Junior ISA 02318036 Tesco Personal Finance plc 2 South Gyle Crescent, Edinburgh, EH12 9FQ Z1751 186022 Cash SC173199 The Ancient Order of Foresters Friendly Society Ltd Foresters House, 29-33 Shirley Road, Southampton SO15 3EW Z1542 110029 Cash, Lifetime ISA, Stocks and Shares Mutual Society Number 511F The Charity Bank Limited Fosse House, 182 High Street, Tonbridge, Kent, TN9 1BE Z1642 207701 Cash 04330018 The Co-Operative Family Credit Union Ltd
(trading as The Co-Operative Credit Union) 1 Angel Square, Manchester, M60 0AG Z1707 213649 Cash Mutual Society Number 558C The Exeter Practice Ltd 1 Charlotte Mews, Pavilion Place, Exeter, EX2 4HA Z1706 451695 Stocks and Shares 05662391 The House Crowd Limited

Note:

This company is in administration.

Quantuma Advisory Limited, No.1 Spinningfields Quay Street, Manchester, M3 3JE Z1980 725648 Innovative Finance ISA 07893395 The Mansfield Building Society Regent Street, Mansfield, NG18 1SS Z1077 206049 Cash Mutual Society Number 359B The Mortgage Works (UK) plc Richmond Hill, Bournemouth, Dorset, BH2 6EP Z1038 189623 Cash 02222856 The National Farmers’ Union Mutual Insurance Society Limited Tiddington Road, Stratford Upon Avon, CV37 7BJ Z1503 117664 Cash, Stocks and Shares 00111982 The Rechabite Friendly Society Limited 2 The Old Court House, Tenterden Street, Bury, Greater Manchester, BL9 0AL Z1411 109994 Cash, Stocks and Shares Mutual Society Number 218F The Red Rose Friendly Society Limited Parkgates, 52a Preston New Road, Blackburn, BB2 6AH Z1752 110097 Stocks and Shares Mutual Society Number 43COL The Royal Bank of Scotland plc 36 St. Andrew Square, Edinburgh, EH2 2YB Z1971 114724 Cash, Stocks and Shares, Stocks and Shares Junior ISA SC083026 The Royal Bank of Scotland plc
(trading as Adam & Company) 36 St. Andrew Square, Edinburgh, EH2 2YB Z1999 114724 Cash, Stocks and Shares SC083026 The Royal London Mutual Insurance Society Limited 55 Gracechurch Street, London, EC3V 0RL Z2038 117672 Stocks and Shares 00099064 The Shepherds Friendly Society Limited Haw Bank House, High Street, Cheadle, SK8 1AL Z1648 109997 Cash, Stocks and Shares, Lifetime ISA Mutual Society Number 240F The Stafford Railway Building Society 4 Market Square, Stafford, ST16 2JH Z1389 206063 Cash Mutual society number 549B Thesis Asset Management Limited Exchange Buildings, St John’s Street, Chichester, West Sussex, PO19 1UP Z1040 114354 Cash, Stocks and Shares, Stocks and Shares Junior ISA 01802101 Thesis Unit Trust Management Limited Exchange Buildings, St John’s Street, Chichester, West Sussex, PO19 1UP Z2026 186882 Stocks and Shares, Stocks and Shares Junior ISA 03508646 Third Platform Services Limited Birchin Court, 20 Birchin Lane, London, EC3V 9DU Z1888 717915 Stocks and Shares, Stocks and Shares Junior ISA 09588254 Thomas Grant and Company Limited 40A Friar Lane, Leicester, LE1 5RA Z1041 163296 Cash, Stocks and Shares 02788515 Threadneedle Investment Services Limited Cannon Place, 78 Cannon Street, London, EC4N 6AG Z1420 190437 Stocks and Shares 03701768 Tickr Ltd 3rd Floor, 86-90 Paul Street, London, EC2A 4NE Z2050 846067 Stocks and Shares, Stocks and Shares Junior ISA 11200977 Tifosy Limited 16 Hanover Square, London, England, W1S 1HT Z1996 717605 Innovative Finance ISA 08504907 TigerWit Ltd 7th Floor, Augustine House, 6a Austin Friars, London, EC2N 2HA Z1850 679941 Stocks and Shares, Lifetime ISA 09479466 Tilney Asset Management Limited 6 Chesterfield Gardens, London, England, W1J 5BQ Z1607 223074 Cash, Stocks and Shares and Junior ISA 03900078 Tilney Asset Management Services Limited The Observatory, Western Road, Bracknell, Berkshire, RG12 1TL Z1440 189997 Stocks and Shares and Junior ISA 03691998 Tilney Discretionary Investment Management Limited The Observatory, Western Road, Bracknell, Berkshire, RG12 1TL Z1745 147103 Stocks and Shares and Junior ISA 02519968 Tilney Discretionary Portfolio Management Limited The Observatory, Western Road, Bracknell, Berkshire, RG12 1TL Z1453 142989 Stocks and Shares and Junior ISA 00793636 Tilney Investment Management Royal Liver Building, Pier Head, Liverpool, L3 1NY Z1092 124255 Stocks and Shares and Junior ISA 02010520 Tilney Investment Management Services Limited 6 Chesterfield Gardens, Mayfair, London, W1J 5BQ Z1541 165169 Stocks and Shares and Junior ISA 02830297 Tipton and Coseley Building Society 70 Owen Street, Tipton, DY4 8HG Z1082 159601 Cash Mutual Society Number 596B Trading 212 UK Limited 107 Cheapside, London, EC2V 6DN Z1951 609146 Stocks and Shares 08590005 Transport Friendly Society Limited 3rd Floor, Derbyshire House, St Chad’s Street, London, WC1H 8AG Z1924 110020 Cash, Stocks and Shares Mutual Society Number 434F Triodos Bank UK Limited Deanery Road, Bristol BS1 5AS Z2013 817008 Cash, Cash Junior ISA, Stocks and Shares, Innovative Finance ISA 11379025 Triple Point Investment Management LLP 1 King William Street, London, EC4N 7AF Z1901 456597 Innovative Finance ISA, Stocks and Shares OC321250 Troy Asset Management Limited 33 Davies Street, London, W1K 4BP Z1757 195764 Stocks and Shares 03930846 True Potential Investments LLP Newburn House, Gateway West, Newburn Riverside, Newcastle Upon Tyne, NE15 8NX Z1750 527444 Stocks and Shares OC356027 TSB Bank plc 20 Gresham Street, London, EC2V 7JE Z1647 191240 Cash SC095237 Turkish Bank (UK) Limited 84-86 Borough High Street, London, SE1 1LN Z1767 204566 Cash 02643004 UBS AG 5 Broadgate, London, EC2M 2QS Z1693 186958 Stocks and Shares FC021146 UBS Asset Management Funds Ltd 5 Broadgate, London, EC2M 2QS Z1482 141661 Stocks and Shares 02218008 Unicorn Asset Management Limited Preachers Court, The Charterhouse, Charterhouse Square, London, EC1M 6AU Z1522 192164 Stocks and Shares 03919499 United National Bank Limited 2 Brook Street, London, W1S 1BQ Z1799 207381 Cash 04146820 United Trust Bank Limited One Ropemaker Street, London, EC2Y 9AW Z1505 204463 Cash, Stocks and Shares 00549690 Valu-Trac Investment Management Limited Mains of Orton, Orton Fochabers, Moray, IV32 7QE Z1796 145168 Cash, Stocks and Shares Lifetime ISA 02428648 Vanguard Asset Management Limited Vanguard, 4th Floor, The Walbrook Building, 25 Walbrook, London, EC4N 8AF Z1891 527839 Stocks and Shares, Stocks and Shares Junior ISA 07243412 Vanquis Bank Limited
(trading as Vanquis Bank Savings) 20 Fenchurch Street, London EC3M 3BY Z2043 221156 Cash 02558509 VCAP Capital Ltd
(trading as VCAP) 5th Floor, Dukes House, 32-38 Dukes Place, London, EC3A 7LP Z2055 790419 Stocks and Shares, Stocks and Shares Junior ISA 10905629 Veritas Investment Partners (UK) Limited Riverside House, 2A Southwark Bridge Road, London SE1 9HA Z1807 923827 Stocks and Shares 12516583 Vernon Building Society 19 St Petersgate, Stockport, SK1 1HF Z1247 195475 Cash Mutual Society Number 625B Virgin Money Unit Trust Managers Limited Jubilee House, Gosforth, Newcastle Upon Tyne, NE3 4PL Z1675 171748 Stocks and Shares 03000482 Vitality Life Limited 4th Floor, 70 Gracechurch Street, London, EC3U 0XL Z1977 675028 Stocks and Shares, Junior ISA 03319079 Voyager Alliance Credit Union Limited Hyde Road Depot, Ardwick, Manchester, M12 6JS Z1609 213596 Cash Mutual Society Number 296C W H Ireland Limited 24 Martin Lane, London, EC4R 0DR Z1137 140773 Cash, Stocks and Shares 02002044 Walker Crips Investment Management Limited Old Change House, 128 Queen Victoria Street, London, EC4V 4BJ Z1109 226344 Cash, Stocks and Shares 04774117 Waverton Investment Management Limited 16 Babmaes Street, London, SW1Y 6AH Z1357 116404 Stocks and Shares 02042285 Way Fund Managers Limited Cedar House, 3 Cedar Park, Cobham Road, Wimborne BH21 7SB Z1463 194147 Stocks and Shares 04011838 Waystone Management (UK) Limited 2nd Floor 20-22 Bedford Row, Holborn, London, WC1R 4EB Z1814 429093 Stocks and Shares 03692681 Wealth at Work Limited 5 Temple Square, Temple Street, Liverpool, L2 5RH Z1589 417367 Stocks and Shares 05225819 Wealthkernel Limited 6th Floor, 55 Basinghall Street, City Place House, London EC2V 5DU Z2016 723719 Stocks and Shares, Stocks and Shares Junior ISA 09686970 Wealthsimple UK Limited 20 Grosvenor Place, 3rd Floor, London, England, SW1X 7HN Z1937 747883 Stocks and Shares, Stocks and Shares Junior ISA 10154561 WealthTek LLP The Gresham, 92 Osborne Road, Newcastle Upon Tyne, NE2 2TD Z2051 832264 Stocks and Shares, Stocks and Shares Junior ISA OC355200 Wealthtime Limited 1 London Road Office Park, London Road, Salisbury, England, SP1 3HP Z1711 468461 Stocks and Shares 06016480 Weatherbys Bank Limited Sanders Road Wellingborough, NN8 4BX Z1747 204571 Stocks and Shares 02943300 Wesleyan Assurance Society Colmore Circus Queensway, Birmingham B4 6AR Z1586 110873 Stocks and Shares ZC000145 Wesleyan Bank Limited Colmore Circus Queensway, Birmingham B4 6AR Z1108 165116 Cash, Cash Junior ISA 02839202 Wesleyan Unit Trust Managers Limited Colmore Circus, Birmingham, B4 6AR Z1078 175798 Stocks and Shares 02114859 West Bromwich Building Society 2 Providence Place, West Bromwich, West Midlands, B70 8AF Z1045 104877 Cash Mutual Society Number 651B Weston Super Mare and District Credit Union Limited Kestrel Court, Harbour Road, Portishead, North Somerset, BS20 7AN Z1806 230768 Cash Mutual Society Number 708C Whitechurch Securities Limited The Old Chapel, 14 Fairview Drive, Redland, Bristol, BS6 6PH Z1096 114318 Cash, Stocks and Shares 01576951 Whitefoord LLP 13th Floor, 10 Brock Street, Regent’s Place, London, NW1 3FG Z1488 517235 Stocks and Shares OC351100 Williams Investment Management LLP 34 Victoria Avenue, Harrogate, HG1 5PR Z1640 403210 Stocks and Shares OC307706 Windsor Private Office Investment Management Limited Windsor House, Cornwall Road, Harrogate, HG1 2PW Z2019 781702 Stocks and Shares 10481721 Winterflood Securities Limited The Atrium Building, Cannon Bridge House, 25 Dowgate Hill, London, EC4R 2GA Z1046 141455 Cash, Stocks and Shares, Junior ISA, Stocks and Shares Junior ISA 02242204 WiseAlpha Technologies Limited
(trading as WiseAlpha) Level 39, One Canada Square, Canary Wharf, London, E14 5AB Z2018 751087 Innovative Finance ISA 08967521 WM Thomson & Sons 22 Meadowside, Dundee, DD1 1LN Z1921 131596 Innovative Finance ISA, Stocks and Shares, Stocks and Shares Junior ISA N/A Yorkshire Building Society Yorkshire House, Yorkshire Drive, Bradford, BD5 8LJ Z1294 106085 Cash Mutual Society Number 66B Zopa Limited 1st Floor, Cottons Centre, 47-49 Tooley Street, London SE1 2QG Z1945 718925 Innovative Finance ISA 05197592