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

MB UK Kick Out Plan – 8% per year even if the FTSE stays the same…

Potential Return – 8% pa

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

Our view: This plan offers investors the opportunity for investment level returns even if the FTSE stays the same, along with the 35% barrier before your capital is at risk, could offer a compelling option in the current climate.

Capital at risk

More information »

Investment Growth Plans

Plan Name

MB UK Growth Kick Out Plan

Maximum Potential Return

9.25%
per annum

Term

Up to 6 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

9.25% for each year (not compounded) provided the FTSE 100 finishes 5% above its starting level
Potential to mature early, from year 1 onwards
Maximum 6 year term
Available for stocks and shares ISA, ISA transfer and direct investment
Application deadline for ISA transfers – 14 October 2020
Application deadline for direct and ISA applications by cheque or bank transfer – 28 October 2020

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 Supertracker Plan

Maximum Potential Return

10 x Index Growth
capped at 50%

Term

6 years

ISA Option

More info

More information on this product

10 x FTSE 100 Index growth over the term
Maximum return capped at 50%
6 year term
Available for stocks and shares ISA, ISA transfer and direct investment
Application deadline for ISA transfers – 14 October 2020
Application deadline for direct and ISA applications by cheque or bank transfer – 28 October 2020

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

Maximum Potential Return

8%
per annum

Term

Up to 6 years

ISA Option

More info

More information on this product

8% for each year (not compounded) provided the FTSE 100 finishes at or above its starting value
Potential to mature early, from year 1 onwards
Maximum 6 year term
Available for stocks and shares ISA, ISA transfer and direct investment
Application deadline for ISA transfers – 14 October 2020
Application deadline for direct and ISA applications by cheque or bank transfer – 28 October 2020

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

Investec FTSE 100 Enhanced Kick Out Plan

Maximum Potential Return

6.85%
per annum

Term

Up to 6 years

ISA Option

More info

More information on this product

6.85% for each year (not compounded) provided the FTSE 100 finishes the same or higher than its starting value (subject to averaging)
Potential to mature early, from year 1 onwards
Maximum 6 year term
Available for stocks and shares ISA, ISA transfer and direct investment
Deadline for ISA transfer applications – 23 October 2020
Deadline for Direct & ISA applications – 6 November 2020

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 £3,000
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

Investec FTSE 100 8 Year Kick Out Plan

Maximum Potential Return

6.35%
per annum

Term

Up to 8 years

ISA Option

More info

More information on this product

6.35% for each year (not compounded) provided the FTSE 100 finishes the same or higher than its starting value (subject to averaging)
Potential to mature early, from year 2 onwards
Maximum 8 year term
Available for stocks and shares ISA, ISA transfer and direct investment
Deadline for ISA transfer applications – 23 October 2020
Deadline for Direct & ISA applications – 6 November 2020

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 £3,000
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 Step Down Kick Out Plan

Maximum Potential Return

6.25%
per annum

Term

Up to 6 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 105% to to 80% over the term
Potential to mature early, from year 1 onwards
Maximum 6 year term
Available for stocks and shares ISA, ISA transfer and direct investment
Application deadline for ISA transfers – 14 October 2020
Application deadline for direct and ISA applications by cheque or bank transfer – 28 October 2020

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

Investec FTSE 100 Step Down Kick Out Plan

Maximum Potential Return

4.5%
per annum

Term

Up to 6 years

ISA Option

More info

More information on this product

4.5% for each year (not compounded) provided the FTSE 100 finishes at or above kick out level
Required kick out level reduces from 100% to to 80% over the term
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 – 23 October 2020
Deadline for Direct & ISA applications – 6 November 2020

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 £3,000
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

Investec FTSE 100 8 Year Defensive Kick Out Plan

Maximum Potential Return

4.5%
per annum

Term

Up to 8 years

ISA Option

More info

More information on this product

4.5% for each year (not compounded) provided the FTSE 100 finishes at or above 90% of initial level
Potential to mature early, every year from year 3 onwards
Maximum 8 year term
Available for stocks and shares ISA, ISA transfer and direct investment
Deadline for ISA transfer applications – 23 October 2020
Deadline for Direct & ISA applications – 6 November 2020

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 £3,000
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

MB UK Quarterly Contingent Income Plan

Annual Income

Up to 4.8%
per year

Term

Up to 6 years

ISA Option

More info

More information on this product

4.8% per year if the FTSE 100 Index doesn’t fall by 25% or more
Quarterly payments
Plan can mature early each quarter from year 1 onwards
Maximum 6 year term
Available for stocks and shares ISA, ISA transfer and direct investment
Application deadline for ISA transfers – 14 October 2020
Application deadline for direct and ISA applications – 28 October 2020

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

Annual Income

Up to 4.6%
per year

Term

Up to 8 years

ISA Option

More info

More information on this product

4.6% per year if the FTSE 100 Index doesn’t fall by 25% or more
Quarterly payments
Plan can mature early each quarter from year 1 onwards
Maximum 8 year term
Available for stocks and shares ISA, ISA transfer and direct investment
Deadline for stocks & shares ISA transfer applications – 2 October 2020
Deadline for cash ISA transfer applications – 9 October 2020
Deadline for Direct & ISA applications – 23 October 2020

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

Peer To Peer Investment Plans

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

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

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

Lending Crowd Peer to Peer Growth Account IF ISA

Target Return

4.90%
target rate p.a.

Term

No Fixed Term

Property or Business Backed

Business Backed

More info

More Information About This Account

Innovative Finance ISAs (IFISA) are the new way to invest tax-free. Just like Cash and Stocks & Shares ISAs, you can invest up to £20,000 tax year, and you don’t need to pay any personal taxes on your earnings
Lending Crowd will automatically diversify your funds across at least 20 loans through their Loan Market, with no more than 5% of your funds invested in any one loan. All repayments will be automatically reinvested
No income tax or capital gains tax to pay on your profits
No fixed term, hold for as long as you wish
Also accepts ISA transfers from previous year’s ISA’s Minimum investment £1,000, Maximum £20,000

The target rate is variable, net of ongoing management fees, estimated bad debt and before the 1% withdrawal fee
Capital is at risk
Must be aged 18 or older
Peer to peer lending is not covered by the FSCS

High Growth Investment Plan

Investec FTSE 100 8 Year Kick Out Plan

Potential Return – 6.35% pa

Potential early return in years 2, 3, 4, 5, 6, and 7
Return paid if start level of the FTSE 100 is the same or goes up by any amount on an annual observation date
Up to 8 year term
ISA Option
Invest from £3,000

Capital at risk

More information »

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Investment News

23rd
Sep

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

MB UK Kick Out Plan – 8% per year even if the FTSE stays the same…

Potential Return – 8% pa

Investment Services

Investment Growth Plans

Investment Income Plans

Peer To Peer Investment Plans

High Growth Investment Plan

Investec FTSE 100 8 Year Kick Out Plan

Potential Return – 6.35% pa

Offers

3 High Yield Income ETF Investments Paying 5% Plus PA

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