Pensions & ISAs

We offer in house Pensions & ISAs which enable you to offer tax efficient investing to you clients at no additional cost


Individual Savings Accounts (ISAs) are one of the most popular investment wrappers in the UK. Unlike pensions, access is available at any time and income is all tax free in the client’s hands.

The Managed Portfolio ISA is a stocks & shares ISA designed to ensure your clients’ ISA investments are always managed with the appropriate risk/reward level for each individual, through our investment portfolios.

There is no additional charge for ISA plan management, as you would expect.


The Managed Portfolio Pension is designed to hold investments in our Managed Portfolio Service, yet still offers the commercial property and flexi drawdown functionality you would normally expext from a SIPP.

There is no charge for the Managed Portfolio Pension, other than the annual management charge for the underlying Intelligent Money investment portfolios, which start at 0.57% a year inclusive

Holding commercial property does carry additional charges for clients with less the £200,000 invested in our portfolios, but is completely free of charge to those with £200,000 or more in our portfolios.

We also offer a fully inclusive fixed cost price for commercial property alone, which is £550 initial and £750 a year, with no time charging whatsoever.

For further information, please contact Steve Cooper at