Investment ISABrewin Portfolio Service
Our Investment ISA lets you save tax-efficiently for your future. Invest up to £20,000 for the tax year and pay no income or capital gains tax on the returns.
Why Brewin Portfolio Service?
We have over 250 years’ investing experience, taking a long-term view of investment and client relationships.
Simple and competitive fees
Our simple fee structure gives you access to our expert investment thinking at a competitive price.
Keep track of your portfolios at any time via our app or online.
A human touch
We know how important the human touch is, so you’ll always speak directly to a member of the team. Our UK-based experts are on hand when you need them to answer any questions you may have.
Call us on 0333 207 9003
Monday to Friday 8am to 6pm
Saturday 8am to 12pm
Email us at email@example.com
Write to us at:
Brewin Portfolio Service
Sixth Floor, Atria One
144 Morrison Street
Edinburgh, EH3 8BR
BPS is an execution only, non-advice service.
We provide pre-determined portfolios which are designed by our in-house experts. We take on the hard work of picking what assets are in these portfolios, so you don’t have to. You just need to choose your investment style and risk category – we will do the rest.
You can open an Investment ISA if you are a UK resident for tax purposes, and aged 18 or over.
The minimum investment amount is £500.
Yes. Complete an ISA transfer form and we will contact your current provider. We will request that the account is fully liquidated and that they send the proceeds to us. All funds will retain their ISA status. Please note your current provider may charge you for this request.
No. The investment is exposed to risk and the value of the underlying stock market investments can fall as well as rise.
No, as BPS utilises pre-determined portfolios, we take on all the hard work of buying and selling individual assets so all you need to decide is what level of risk and investment style you want. Our friendly, UK-based BPS Customer Service team is here to help answer any questions you have about the service or portfolios we offer.
You can withdraw money at any time (excluding Junior ISAs), but profits may be taxed depending on product.
Yes. You can withdraw money from the Investment ISA whenever you need to and replace it in the same tax year.
Yes, you can change your risk level and/or investment style at any time, free of charge.
Our portfolios are rebalanced monthly to ensure they maintain the relevant level of risk.