Stocks & Shares ISAs | Hartley Pensions : Hartley

Take control of your savings with the tax-efficient Hartley Stocks & Shares ISA (S&S ISA). Select a platform of your choice, make various investments, and plan for the future.

Transparency on Charges

The charging structure of the Hartley Stocks & Shares ISA is transparent. There are no hidden charges.

Hartley S&S ISA	Fees
Establishment fee	£150 + VAT
Annual administration fee	£200 + VAT

The Establishment fee of £150 + VAT covers your initial application, all your ISA transfers in or cash subscriptions, and your investment administration. The Annual administration fee is charged in advance and covers the day-to-day administration of your ISA − including collecting ISA subscriptions, claiming tax relief, providing an annual valuation, and completing all HMRC and FCA reporting to maintain the tax efficiency of your ISA.

Key benefits at a glance

Tax-free investment

Choose investment platform

Your own ISA adminstrator

No transfer out fees

We are so confident you will be impressed with our service that we do not charge a fee to transfer out.

The Professional Personal Touch

Hartley have provided financial products to clients for over 35 years. We are not a call centre − your calls are answered by a trained financial industry professional. Every client gets their own personal administrator, who holds industry-recognised qualifications. To us, you are not just another customer − we understand that every client has specific requirements. We are here to make the complex world of investments simple.

Important Information

Please read the Key Features Document and the Hartley S&S ISA Terms & Conditions in full prior to applying for the Hartley S&S ISA. These documents and further information can be found on our website.

Hartley is not authorised to give financial advice. We strongly recommend you seek independent financial advice from an FCA-authorised individual and tax advice from a suitably qualified tax adviser so they can tailor recommendations based on your personal circumstances and future requirements.

Case Study

Mr Smith invested into the Hartley S&S ISA and chose an investment platform to suit his requirements. A year later, the platform increased its charges and it became uncompetitive. While other ISA providers would have forced Mr Smith to move his ISA to a different provider in order to change his investment platform, the Hartley ISA allowed him to transfer to a new investment platform, while remaining within the Hartley ISA. Hartley also completed the transfer for Mr Smith.