Due to the government recommendations on the Coronavirus pandemic our office is running at a reduced capacity. As a result there may be delays in processing investment applications. We therefore recommend sending in your completed application well in advance of any deadline. Please note the providers we deal with are operating on a business as usual basis. Thank you for your understanding.

Growth Investments

Latest Investment Opportunities For Capital Growth

Defensive Investment Plans

Stocks & Shares ISAs

Share Dealing

Investment Ideas

Investment Growth Offer

Causeway Securities FTSE 100 Kick Out Plan

Potential Return – 7.7% pa

Return paid if start level of the FTSE 100 goes up by any amount on an annual observation date
Potential return in years 3, 4, 5, 6, 7 or 8
Maximum 8 year term
ISA Option
Invest from £10,000

Our view: The combination of high growth potential and the opportunity to kick out from year 3 could be compelling for those looking to invest for the medium to long term. Capital at risk More information »

Investment Growth Plans

Plan Name

Causeway Securities FTSE 100 Kick Out Plan

Maximum Potential Return

7.7%
per annum

Term

Up to 8 years

ISA Option

More info

Important Information: Structured investment plans are not capital protected and are not covered by the Financial Services Compensation Scheme (FSCS) for default alone. There is a risk of losing some or all of your initial investment due to the performance of the underlying investment. There is also a risk that the company backing the plan known as the Counterparty may be unable to repay your initial investment and any returns stated.

More information on this product

7.7% for each year (not compounded) provided the FTSE 100 finishes at or above its starting value
Potential to mature early, from year 3 onwards
For those looking for a medium to long term investment
Maximum 8 year term
Available for stocks and shares ISA, ISA transfer and direct investment
Deadline for ISA transfer applications – 29 October 2021
Deadline for Direct & ISA applications – 12 November 2021

Capital is at risk if the FTSE 100 Index has fallen by more than 35% at maturity from it’s initial level, in which case your initial investment will reduce by 1% for each 1% fall
Minimum investment £10,000
An arrangement fee applies to this plan
If you withdraw your money during the plan you may get back less than you originally invested

Plan Name

MB UK Kick Out Plan Y2 65

Maximum Potential Return

7.5%
per annum

Term

Up to 6 years

ISA Option

More info

More information on this product

7.5% for each year (not compounded) provided the FTSE 100 finishes at or above its starting value
Potential to mature early, from year 2 onwards
Maximum 6 year term
Available for stocks and shares ISA, ISA transfer and direct investment
Deadline for ISA transfer applications – 3 November 2021
Deadline for Direct & ISA applications – 17 November 2021

Capital is at risk if the FTSE 100 Index has fallen by more than 35% at maturity from it’s initial level, in which case your initial investment will reduce by 1% for each 1% fall
Minimum investment £5,000
An arrangement fee applies to this plan
If you withdraw your money during the plan you may get back less than you originally invested

Plan Name

Mariana FTSE 100 Kick Out Plan

Maximum Potential Return

7.5% pa
per annum

Term

Up to 6 years

ISA Option

More info

More information on this product

7.5% for each year (not compounded) provided the FTSE 100 finishes at or above its starting value
Potential to mature early, from year 2 onwards
Maximum 6 year term
Available for stocks and shares ISA, ISA transfer and direct investment
Deadline for ISA transfer applications – 6 October 2021
Deadline for Direct & ISA applications – 22 October 2021

Capital is at risk if the FTSE 100 Index has fallen by more than 35% at maturity from it’s initial level, in which case your initial investment will reduce by 1% for each 1% fall
Minimum investment £10,000
An arrangement fee applies to this plan
If you withdraw your money during the plan you may get back less than you originally invested

Plan Name

MB UK Growth Kick Out Plan

Maximum Potential Return

7.4%
per annum

Term

Up to 5 years

ISA Option

More info

More information on this product

7.4% for each year (not compounded) provided the FTSE 100 finishes 5% or more above its starting level
Potential to mature early, from year 1 onwards
Maximum 5 year term
Available for stocks and shares ISA, ISA transfer and direct investment
Deadline for ISA transfer applications – 1 October 2021
Deadline for Direct & ISA applications – 15 October 2021

Capital is at risk if the FTSE 100 Index has fallen by more than 35% at maturity from it’s initial level, in which case your initial investment will reduce by 1% for each 1% fall
Minimum investment £5,000
An arrangement fee applies to this plan
If you withdraw your money during the plan you may get back less than you originally invested

Plan Name

Walker Crips UK Semi-Annual Kick Out Plan 65% Barrier

Maximum Potential Return

7.25%
per annum

Term

Up to 7 years

ISA Option

More info

More information on this product

3.625% for each six month period (not compounded) provided the FTSE 100 finishes at or above its starting value, equivalent to 7.25% pa
Potential to mature early, every 6 months, from year 2 onwards
Maximum 7 year term
Available for stocks and shares ISA, ISA transfer and direct investment
Deadline for ISA transfer applications – 29 October 2021
Deadline for Direct & ISA applications – 12 November 2021

Capital is at risk if the FTSE 100 Index has fallen by more than 35% at maturity from it’s initial level, in which case your initial investment will reduce by 1% for each 1% fall
Minimum investment £10,000
An arrangement fee applies to this plan
If you withdraw your money during the plan you may get back less than you originally invested

Plan Name

Walker Crips UK Semi-Annual Kick Out Plan 60% Barrier

Maximum Potential Return

6.75%
per annum

Term

Up to 7 years

ISA Option

More info

More information on this product

3.375% for each six month period (not compounded) provided the FTSE 100 finishes at or above its starting value, , equivalent to 6.75% pa
Potential to mature early, every 6 months, from year 2 onwards
Maximum 7 year term
Available for stocks and shares ISA, ISA transfer and direct investment
Deadline for ISA transfer applications – 29 October 2021
Deadline for Direct & ISA applications – 12 November 2021

Capital is at risk if the FTSE 100 Index has fallen by more than 40% at maturity from it’s initial level, in which case your initial investment will reduce by 1% for each 1% fall
Minimum investment £10,000
An arrangement fee applies to this plan
If you withdraw your money during the plan you may get back less than you originally invested

Plan Name

Meteor FTSE Defensive Kick Out Plan

Annual Income

6.25%
per annum

Term

Up to 7 years

ISA Option

More info

More information on this product

6.25% for each year (not compounded) provided the FTSE 100 finishes above kick out level
Required kick out level reduces from 100% to to 85% over the term
Potential to mature early, from year 2 onwards
Maximum 7 year term
Alternative option also available with lower 60% capital at risk barrier offering a potential 5.55% pa
Available for stocks and shares ISA, ISA transfer and direct investment
Deadline for ISA transfer applications – 13 October 2021
Deadline for Direct & ISA applications – 27 October 2021

Capital is at risk if the FTSE 100 Index has fallen by more than 35% at maturity from it’s initial level, in which case your initial investment will reduce by 1% for each 1% fall
Minimum investment £5,000 or £2,500 per option
An arrangement fee applies to this plan
If you withdraw your money during the plan you may get back less than you originally invested

Plan Name

MB UK Step Down Kick Out Plan

Maximum Potential Return

6.05%
per annum

Term

Up to 5 years

ISA Option

More info

More information on this product

6.05% for each year (not compounded) provided the FTSE 100 finishes above kick out level
Required kick out level reduces from 105% to to 85% over the term
Potential to mature early, from year 1 onwards
Maximum 5 year term
Available for stocks and shares ISA, ISA transfer and direct investment
Deadline for ISA transfer applications – 3 November 2021
Deadline for Direct & ISA applications – 17 November 2021

Capital is at risk if the FTSE 100 Index has fallen by more than 35% at maturity from it’s initial level, in which case your initial investment will reduce by 1% for each 1% fall
Minimum investment £5,000
An arrangement fee applies to this plan
If you withdraw your money during the plan you may get back less than you originally invested

Plan Name

MB UK Super Defensive Kick Out Plan

Maximum Potential Return

5.7%
per annum

Term

Up to 7 years

ISA Option

More info

More information on this product

5.7% for each year (not compounded) provided the FTSE 100 finishes above kick out level
Required kick out level reduces from 105% to to 70% over the term
Potential to mature early, from year 1 onwards
Maximum 7 year term
Available for stocks and shares ISA, ISA transfer and direct investment
Deadline for ISA transfer applications – 3 November 2021
Deadline for Direct & ISA applications – 17 November 2021

Capital is at risk if the FTSE 100 Index has fallen by more than 35% at maturity from it’s initial level, in which case your initial investment will reduce by 1% for each 1% fall
Minimum investment £5,000
An arrangement fee applies to this plan
If you withdraw your money during the plan you may get back less than you originally invested

Plan Name

MB UK Kick Out Plan Y2 60

Maximum Potential Return

5.25%
per annum

Term

Up to 5 years

ISA Option

More info

More information on this product

5.25% for each year (not compounded) provided the FTSE 100 finishes at or above its starting value
Potential to mature early, from year 2 onwards
Maximum 5 year term
Available for stocks and shares ISA, ISA transfer and direct investment
Deadline for ISA transfer applications – 1 October 2021
Deadline for Direct & ISA applications – 15 October 2021

Capital is at risk if the FTSE 100 Index has fallen by more than 40% at maturity from it’s initial level, in which case your initial investment will reduce by 1% for each 1% fall
Minimum investment £5,000
An arrangement fee applies to this plan
If you withdraw your money during the plan you may get back less than you originally invested

Investment Income Plans

Plan Name

Walker Crips UK & US Conditional Income Kick Out Plan

Potential Income

Up to 5.6%
per year

Term

Up to 6 years

ISA Option

More info

More information on this product

5.6% per year if the FTSE 100 Index and S&P 500 Index don’t fall by 20% or more
Quarterly payments
Plan can mature early annually from year 2 onwards if both Indices rise by any amount
Maximum 6 year term
Available for stocks and shares ISA, ISA transfer and direct investment
Deadline for ISA transfer applications – 29 October 2021
Deadline for Direct & ISA applications – 12 November 2021

Capital is at risk if the FTSE 100 Index or S&P 500 Index have fallen by more than 35% at maturity from their initial level, in which case your initial investment will reduce by 1% for each 1% fall of the worst performing Index
Minimum investment £10,000
An arrangement fee applies to this plan
If you withdraw your money during the plan you may get back less than you originally invested

Plan Name

MB UK Annual Memory Income Plan

Potential Income

5.4%
per year

Term

8 years

ISA Option

More info

More information on this product

5.4% per year if the FTSE 100 Index doesn’t fall by 5% or more
Annual payment
If the value of the Index meets the required level in future years, any previously missed payments will be added back and paid out
8 year term
Available for stocks and shares ISA, ISA transfer and direct investment
Deadline for ISA transfer applications – 1 October 2021
Deadline for Direct & ISA applications – 15 October 2021

Capital is at risk if the FTSE 100 Index has fallen by more than 35% at maturity from it’s initial level, in which case your initial investment will reduce by 1% for each 1% fall
Minimum investment £5,000
An arrangement fee applies to this plan
If you withdraw your money during the plan you may get back less than you originally invested

Plan Name

Walker Crips UK Conditional Income Kick Out Plan

Potential Annual Income

Up to 4.6%
per year

Term

Up to 6 years

ISA Option

More info

More information on this product

4.6% per year if the FTSE 100 Index doesn’t fall by 20% or more
Quarterly payments
Plan can mature early annually from year 2 onwards if the FTSE 100 rises by any amount
Maximum 6 year term
Available for stocks and shares ISA, ISA transfer and direct investment
Deadline for ISA transfer applications – 29 October 2021
Deadline for Direct & ISA applications – 12 November 2021

Capital is at risk if the FTSE 100 Index has fallen by more than 35% at maturity from it’s initial level, in which case your initial investment will reduce by 1% for each 1% fall
Minimum investment £10,000
An arrangement fee applies to this plan
If you withdraw your money during the plan you may get back less than you originally invested

Plan Name

Causeway Securities FTSE 100 Quarterly Income Plan

Potential Income

Up to 4.5%
per year

Term

Up to 7 years

ISA Option

More info

More information on this product

4.5% per year if the FTSE 100 Index doesn’t fall by 20% or more
Quarterly payments
Plan can mature early quarterly from year 2 onwards if the FTSE 100 rises by 5% or more
Maximum 7 year term
Available for stocks and shares ISA, ISA transfer and direct investment
Deadline for ISA transfer applications – 24 September 2021
Deadline for Direct & ISA applications – 8 October 2021

Capital is at risk if the FTSE 100 Index has fallen by more than 35% at maturity from it’s initial level, in which case your initial investment will reduce by 1% for each 1% fall
Minimum investment £10,000
An arrangement fee applies to this plan
If you withdraw your money during the plan you may get back less than you originally invested

Plan Name

MB UK Fixed Monthly Income Plan

Annual Income

2.58%
fixed income per year

Term

Up to 4 years

ISA Option

More info

More information on this product

2.58% income per annum, paid regardless of the performance of the FTSE 100
Income paid monthly (0.215% per month)
Plan can mature early annually from year 2 onwards if the FTSE 100 rises by 5% or more
Maximum 4 year term
Available for stocks and shares ISA, ISA transfer and direct investment
Deadline for ISA transfer applications – 1 October 2021
Deadline for Direct & ISA applications – 15 October 2021

Capital is at risk if the FTSE 100 Index has fallen by more than 35% at maturity from it’s initial level, in which case your initial investment will reduce by 1% for each 1% fall
Minimum investment £5,000
An arrangement fee applies to this plan
If you withdraw your money during the plan you may get back less than you originally invested

Peer To Peer Investment Plans

Account

Easy Money Peer to Peer Classic IF ISA

Target Return

3.08%
p.a.

Term

No Fixed Term

Property or Business Backed

Property Backed

More info

Peer-to-peer lending can offer potentially attractive returns. Returns may be higher or lower. There is a risk you may lose some or all of your initial investment as it is not protected by the Financial Services Compensation Scheme, although many lenders offer their own compensation schemes.

More Information About This Account

TAX-FREE income if held through an Innovative Finance ISA
Minimum investment of £100
Interest paid monthly
No fixed term, hold for as long as you wish
Secured by UK property
Maximum 75% loan to value
Buffer of 25% should the value of a property fall
Ask to withdraw at any time
Also accepts ISA transfers from previous year’s ISA’s
Track your investment with online app
Invest over £1,000 and you will automatically become an easyMoney plus card member, offering savings at over 1.000 of Britain’s biggest retailers
Can also be held outside of an ISA

As with all investing your capital is at risk when you lend to businesses. easyMoney reduces this risk by taking security over property
Returns are not guaranteed and your actual returns may vary
Capital is at risk
Must be aged 18 or older
Peer to peer lending is not covered by the FSCS

Account

Easy Money Peer to Peer Premium IF ISA

Target Return Up To

4.03%
p.a.

Term

No Fixed Term

Property or Business Backed

Property Backed

More info

More Information About This Account

TAX-FREE income if held through an Innovative Finance ISA
Minimum investment of £10,000
Interest paid monthly
No fixed term, hold for as long as you wish
Secured by UK property
Maximum 75% loan to value
Buffer of 25% should the value of a property fall
Ask to withdraw at any time
Also accepts ISA transfers from previous year’s ISA’s
Track your investment with online app
Invest over £1,000 and you will automatically become an easyMoney plus card member, offering savings at over 1.000 of Britain’s biggest retailers
Can also be held outside of an ISA

As with all investing your capital is at risk when you lend to businesses. easyMoney reduces this risk by taking security over property
Returns are not guaranteed and your actual returns may vary
Capital is at risk
Must be aged 18 or older
Peer to peer lending is not covered by the FSCS

Account

Crowd 2 Fund Peer to Peer IF ISA

Target Return

8.70%
per annum

Term

1 to 5 Years

Property or Business Backed

Business Backed

More info

More Information About This Account

Available for ISA, ISA transfer & direct investment
Minimum investment £10
Manage your account online

Capital is at risk and returns may be higher or lower
Must be aged 18 or older
Peer to peer lending is not covered by the FSCS

Account

Easy Money Peer to Peer Premium Plus IF ISA

Target Return Up To

5.02%
p.a.

Term

No Fixed Term

Property or Business Backed

Property Backed

More info

More Information About This Account

TAX-FREE income if held through an Innovative Finance ISA
Minimum investment of £20,000
Interest paid monthly
No fixed term, hold for as long as you wish
Secured by UK property
Maximum 75% loan to value
Buffer of 25% should the value of a property fall
Ask to withdraw at any time
Also accepts ISA transfers from previous year’s ISA’s
Track your investment with online app
Invest over £1,000 and you will automatically become an easyMoney plus card member, offering savings at over 1.000 of Britain’s biggest retailers
Can also be held outside of an ISA

As with all investing your capital is at risk when you lend to businesses. easyMoney reduces this risk by taking security over property
Returns are not guaranteed and your actual returns may vary
Capital is at risk
Must be aged 18 or older
Peer to peer lending is not covered by the FSCS

Account

Easy Money Peer to Peer High Net Worth IF ISA

Target Return Up To

6.01%
p.a.

Term

No Fixed Term

Property or Business Backed

Property Backed

More info

More Information About This Account

TAX-FREE income if held through an Innovative Finance ISA
Minimum investment of £100,000
Interest paid monthly
No fixed term, hold for as long as you wish
Secured by UK property
Maximum 75% loan to value
Buffer of 25% should the value of a property fall
Ask to withdraw at any time
Also accepts ISA transfers from previous year’s ISA’s
Track your investment with online app
Invest over £1,000 and you will automatically become an easyMoney plus card member, offering savings at over 1.000 of Britain’s biggest retailers
Can also be held outside of an ISA

As with all investing your capital is at risk when you lend to businesses. easyMoney reduces this risk by taking security over property
Returns are not guaranteed and your actual returns may vary
Capital is at risk
Must be aged 18 or older
Peer to peer lending is not covered by the FSCS

High Growth Investment Plan

Mariana FTSE 100 Kick Out Plan

Potential Return – 7.5% pa

Return paid if the FTSE 100 Index goes up by any amount on an annual observation date
Potential early return in years 2, 3, 4, 5, or 6
6 year maximum term
ISA Option
Invest from £10,000

Capital at risk

More information »

Investment News

5th
Oct

Important Risk Information: This website contains information only and does not constitute advice or a personal recommendation in any way whatsoever. The value of investments and income from them can fall as well as rise and you may not get back the full amount invested. The tax efficiency of ISAs is based on current tax law and there is no guarantee that tax rules will stay the same in the future. Different types of investment carry different levels of risk and may not be suitable for all investors. Prior to making any decision to invest, you should ensure that you are familiar with the risks associated with a particular investment and should read the product literature. If you are in any doubt as to the suitability of a particular investment, both in respect of its objectives and its risk profile, you should seek independent financial advice. * Details of how the Financial Services Compensation Scheme applies to investment firms can be found at fscs.org.uk.

Growth Investments

Latest Investment Opportunities For Capital Growth

Investment Growth Offer

Causeway Securities FTSE 100 Kick Out Plan

Potential Return – 7.7% pa

Investment Services

Investment Growth Plans

Investment Income Plans

Peer To Peer Investment Plans

High Growth Investment Plan

Mariana FTSE 100 Kick Out Plan

Potential Return – 7.5% pa

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