Online Investment FAQs

Is our online investment advice service right for you?

This advice service is for people seeking effective and low cost investment management of their disposable income and/or capital. This service does not offer a holistic assessment of your financial situation or take into account any existing investments that you may hold.

This service offers investment through General Investment Accounts (GIAs) and Individual Savings Accounts (ISAs). If you wish to apply for a regulated pension product, you cannot do so via this service and should contact us.

Before committing to any investment you should be happy that your priority needs have been met. This means you should ensure that:

  • You have adequate access to liquid cash.
  • You have adequate and appropriate financial protection for you and your family.
  • You do not have existing debts that would be better repaid or reduced.
  • If you have any doubt whether your priority needs have been met, please contact us.

Please click here to read the full ‘Before we start’ page. You will find all FAQs related to our online investment service in the top right hand corner.