Investing

Whether you want to maximise your ISA allowance, choose your own investments or get some expert advice, we have everything you need.

Pick Your Own

When you’re comfortable choosing your own shares, funds, and other investments.

Pick Your Own options

Ready-Made

The easy investment choice, created and managed by financial experts.

Ready-Made options

Investment advice

Not sure what’s right for you, we’re here to help.

Get some advice

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. Tax treatment depends on individual circumstances and may be subject to change in the future.

Our products and services

Pick Your Own

When you’re comfortable choosing your own shares, funds, and other investments.

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Share Dealing ISA

Perfect for choosing your own stocks and shares, funds, ETFs and more...

  • Create and control your own portfolio.
  • ETF Quicklist and Investment tools.
  • Invest up to £20,000 every tax year.
  • Free regular investments.
  • All profits are free from Capital Gains or UK Income Tax.
Share Dealing ISA
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Share Dealing Account

When you’ve used your annual ISA allowance but want to keep trading.

  • Create and control your portfolio.
  • ETF Quicklist and Investment tools. 
  • No investment limits (tax may apply).
  • Free regular investments.
Share Dealing Account
 
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Invest Wise accounts

Free investing accounts for 18 - 25 year olds. Choose from an Invest Wise ISA or Invest Wise Account.
 
  • Free account up to 26 years old.
  • Free regular investing.
  • With a choice of investment types and accounts.
Invest Wise accounts

Ready-Made

Investments created and managed by financial experts. Great for Lloyds Bank customers with the option of a tax-efficient ISA.

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Investment ISA

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.
Investment ISA
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Investment Account

Perfect when you’ve used your ISA allowance but want to keep investing.

  • Created and managed by experts.
  • Invest from £50 a month, or a £500 lump sum.
  • Invest as much as you like – returns are subject to tax.
Investment Account

Expert advice

For customers with £100,000+ sole income or shared assets, seeking a full financial review.

 
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Personal financial advice

  • Free initial consultation with a UK-based expert.
  • Financial planning for you and your family.
  • Ongoing support for every stage of life.
Schroders Personal Wealth

Important legal information

The Lloyds Bank Direct Investments Service is operated by Halifax Share Dealing Limited. Registered Office: Trinity Road, Halifax, West Yorkshire, HX1 2RG. Registered in England and Wales no. 3195646. Halifax Share Dealing Limited is 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.

Important share dealing information