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Find the right account for you.
Invest in your future
Whether you want to make the most of your ISA allowance, select your investment, or seek expert advice, we've got all your needs covered.
Please remember that the value of investments and the income from them can fall as well as rise, and you may get back less than you invest. If you’re not sure about investing, seek financial advice. There will normally be a charge for that advice. You may be eligible for financial advice through our partnership with Schroders Personal Wealth. Tax treatment depends on individual circumstances and may be subject to change in the future.
Our products and services
Stocks and Shares ISA
Ideal if you’re wanting to pick your own stocks and shares, funds and more.
- Invest up to £20,000 in this tax year and pay no Capital Gains or UK Income Tax
- Invest without the trading fees within a Regular Investment Plan
- No dealing commission is charged for international online trades. FX rates still apply
- Access our full range of shares, ETFs and Funds. Use our ETF Quicklist and Funds Select List to make selecting investments simple and easy
- Voted Best For Low-Cost ISA by Boring Money for portfolios over £50,000
Share Dealing Account
Ideal if you'd like a simple account to start trading with or have already used your ISA allowance.
- Invest without the trading fees within a Regular Investment Plan.
- Access our full range of shares, ETFs and Funds. Use our ETF Quicklist and Funds Select List to make selecting investments simple and easy.
- No dealing commission is charged for international online trades. FX rates still apply.
18 – 25 Investing Accounts
Free investing accounts for 18 - 25 year olds. Choose from a Stocks and Shares ISA or a Share Dealing Account.
- No dealing commission is charged for international online trades. FX rates still apply
- Voted Best For Low-Cost ISA by Boring Money for portfolios over £50,000
Self-Invested Personal Pension (SIPP)
Take control of your financial future, with all the benefits of a pension. Tailor your portfolio to fit your needs, risk appetite and financial objectives.
- Receive instant tax relief at the basic rate on contributions.
- Flexibility to choose and manage your own investments.
- Admin fees are capped leaving more money for you to save for retirement.
Self-Invested Personal Pension (SIPP)
Take control of your financial future, with all the benefits of a pension. Tailor your portfolio to fit your needs, risk appetite and financial objectives.
- Receive instant tax relief at the basic rate on contributions.
- Flexibility to choose and manage your own investments.
- Admin fees are capped leaving more money for you to save for retirement.
Ready-Made Investments
Ideal if you prefer investments selected on your behalf.
- Created and managed by experts.
- Invest from £50 a month, or a £500 lump sum.
- Invest up to £20,000 a year free from Capital Gains or UK Income Tax with our Investment ISA.
- If you’ve used your ISA allowance this tax year invest as much as you like with our Investment Account – returns are subject to tax.
What is a Ready-Made Pension?
A Halifax Ready-Made Pension makes saving for retirement easy and hassle-free, whatever your age.
- Our experts manage your pot in a way that suits your age and retirement timeframe.
- If you’re years away from retiring, they’ll invest to give you the best chance of growth. As you approach retirement, your portfolio moves into lower-risk investments to help protect your pension’s value.
- We then help guide you in accessing your pension savings when the time is right.
- You can keep track of your pension and make additional contributions anytime using the Halifax Mobile Banking app.
Investment Advice with MyInvest
Perfect to help find the right investment for you.
- Start from £100 a month, or a £1,500 lump sum or both.
- Our expert advice will provide you with a personalised investment recommendation.
- Our UK based, specialist team is on hand to provide help and support.
Personal financial advice
For customers with £100,000 in sole income or spread across joint savings, Investments or personal pensions.
- Free Initial consultation. Schroders Personal Wealth specialist advisers provide you with a free personalised financial plan.
- On going financial advice. Receive regular guidance from an experienced financial adviser.
- Financial Security. Advisors help clients build emergency funds, plan for retirement, and protect against unexpected events, enhancing overall financial security.
Eligible investments with us are protected by the Financial Services Compensation Scheme (FSCS). For further information about the compensation provided by the FSCS, refer to the FSCS website at www.fscs.org.uk/. You can also visit our Financial Services Compensation Scheme page for more details.
Halifax Share Dealing Limited. Registered in England and Wales no. 3195646. Registered Office: Trinity Road, Halifax, West Yorkshire, HX1 2RG. Authorised and regulated by the Financial Conduct Authority under registration number 183332. A Member of the London Stock Exchange and an HM Revenue & Customs Approved ISA Manager.