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Goals-based investing

Creating a plan for your future goals gives you a leg up for actually achieving them. Rob Smith, Head of Behavioural Finance, talks about how to create an investment plan, how to put it into motion, and most importantly what you need to know so that you keep to it in order to be able to reach your goals.

Who's this for? All investors

Investments can fall in value as well as rise. You may get back less than you invest.

Ways to invest

Always remember that investments can fall in value. You may get back less than you invest.

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Plan & Invest

Plan & Invest is a new service which creates and manages a personalised Investment Plan just for you. Whether your long-term goal is home improvements, retirement or just building a nest egg, all you have to do is tell us a bit about yourself and then let our experts select and manage your investments.

Smart Investor

To choose and manage your own investments from a range of funds, shares, ETFs and bonds, get started today by simply opening up an Investment (Stocks & Shares) ISA, Investment Account or SIPP Account with Smart Investor.

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Chat

Use our online chat service to discuss your query with a member of our team.

Call us

If you have any questions, you can give us a call on 0800 279 36671

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The value of investments can fall as well as rise. You may get back less than you invest. Tax rules can change and their effects on you will depend on your individual circumstances.

Investment Account

A fully flexible way to invest

A flexible, straightforward account with no limits on the amount you can invest.

Investment ISA

An easy way to start investing

Also known as a stocks and shares ISA, an Investment ISA is a tax-efficient2, simple way to invest for your future. Invest up to £20,000 per year and the returns you make from your investments are tax-free.

Investment News & Articles

Keeping up to speed with the issues that could affect your investments is important for all smart investors. Read our latest articles to discover topical economic and market insight, investment ideas, and some of the trends which are shaping the world today.