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 ISAFees
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

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.

Register your interest now

Register S&S ISA

Not ready to apply just yet?

I'd like to speak to someone can I request a call back?


I'd like to download the Stocks & Shares ISA PDF to read offline


I'd like to download the Stocks & Shares ISA Key Features Document


I'd like to transfer in from my existing ISA plan


Capital Adequacy

Hartley Pensions Limited are in full compliance with the latest FCA capital adequacy rules that came into force affecting SIPP providers.

How it affects you ...