Welcome to Investor Profile


FREE Investment Review

Save Money with an Investor Profile Portfolio...

  • FREE Investment Advice
  • FREE Review of Existing Funds
  • FREE Custom Built Portfolio

Financial Advice - Pay As You Go

Talk to a Chartered Financial Planner...

  • Unbiased Financial Advice
  • Independent Experts
  • Call 01604 211234

Buy Unit Trusts/OEICs

Manage your funds all in one place...

  • Over 1500 Funds
  • Up to 100% Discount
  • Apply Online or by Post

Start an ISA

Run your ISA online with ease...

  • Buy funds within 10 mins
  • Start an ISA online today
  • 94 fund managers, 1 account

Invest with Transact

Experience expert portfolio management...

  • Buy Vanguard Funds
  • Low Cost Access to Transact
  • Open an ISA, Pension or GIA

If you would like to talk to an independent financial adviser about any aspect of your personal financial and investment planning requirements then please make an appointment online.

If you want to start an ISA online today and use your tax-free ISA allowance for 2010/11, then our online ISA investment service, where you can research and buy funds all in one place, will make life easy for you.

Alternatively if you want to buy unit trusts and OEICs online today then our simple and easy to use online facility will allow you to research and buy those funds in minutes with your debit card.

If you want low cost, easy access to the Transact investment wrap platform where you can open an ISA, GIA, SIPP or Personal Pension account then Investor Profile can make this happen. Once you've opened your Transact account you'll be able to invest in funds, shares, gilts, ETFs, investment trusts and fixed interest cash products all under one roof.

Whether you open an ISA, General Invstment Account, SIPP or Personal Pension, or even all of the above then the online access you will enjoy for dealing, administration and the latest valuations will make your life so easy.

Our investment consolidation services will save you time and money so that you can make the most of your investment opportunities and spend more time doing the things you really enjoy.

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.

We have a free investment review offer for all investors with portfolios worth more than £50,000. Transfer your portfolio of investments to Investor Profile and we'll provide free investment advice on your portfolio. You'll receive a risk profiling review, an analysis of your current holdings and a custom built new portfolio of investments that we''ll review on a quarterly basis for rebalancing.

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