Welcome to Investor Profile


Low cost, high quality, unbiased, simple and helpful - that's the service we want you to enjoy.

Online Money Management

Made ludicrously easy...

  • New age online banking
  • Breathtaking technology
  • Sign up today

Financial Surgery Sessions

Low cost, pay as you go, financial advice...

  • Get the advice you need
  • Easy, accessible, affordable
  • Call 01604 211234

Easy Viewer Portfolio

Enjoy online access to your current investments...

  • View your plans in one place
  • ISA, Pension, Unit Trusts
  • No need to move your plans

Instant Funds Portfolio

Run your ISA and funds online with ease...

  • All fund managers in one place
  • Start an ISA online today
  • Buy funds within minutes

Free Range Portfolio

Experience expert portfolio management...

  • Open an ISA, Pension or GIA
  • Buy funds, shares, ETFs
  • Invest online or by post

All new investors receive £25 Cashback to welcome you to Investor Profile.

If you would like to talk to a financial adviser about any aspect of your personal financial and investment planning requirements then please feel free to make use of our Financial Surgery Sessions.

If you currently use online banking with your bank, or have credit cards that you use for regular purchases then our Online Money Management tool will be an exciting addition to your daily routine.

If you already have investments and want to get more out of them without moving them or spending any money then our Easy Viewer Portfolio is for you.

If you want to make an investment today and make use of your tax-free ISA allowance then our Instant Funds Portfolio is for you.

If you want to buy funds and shares online using your ISA, Personal Pension, SIPP or normal trading account then our Free Range Portfolio is for you.

Our investment consolidation services will save you time and money so that you can make the most of your investment opportunities.

If you transfer your ISA, Pension and Unit Trust Investments to Investor Profile today you will be able to monitor them all online, quickly and easily, in one place, for greater control.

Our service is designed for you to invest online with minimum fuss to make managing your money a positive experience.

Our online ISA, online SIPP and online share dealing facility, where you can buy ETF investment funds, will put you in control of your money, which is how we think it should be.

Please click on any of the options above to get started or find out more.



*£25 cashback is payable on new accounts worth over £10,000. Accounts over £7,000 will earn £10 cashback.