Choose an account

Your investments can be held within any of the following accounts, depending on your personal circumstances.

Stocks & Shares
ISA

An ISA provides a flexible way of investing up to £20,000 per year for (2022/23). You don’t pay income or capital gains tax on any money your investments make and can choose from a wide range of investment options.

Stocks & Shares
Junior ISA

A Junior ISA (JISA) provides a way of investing up to £9,000 a year (2022/23) for a child. Investments are free from income and capital gains tax and the child can access the money once they turn 18.

Self-Invested
Personal Pension

A Self-Invested Personal Pension (SIPP), is a type of tax-efficient pension designed to help you build up money to provide an income in retirement. You can choose from a wide range of investment options.

One Plan
Pension Consolidation

Planning for the retirement of your dreams can be difficult enough without having to deal with multiple pension pots built up with different providers throughout your working life. One Plan helps you bring them together to make them easier to manage.

Income Drawdown
SIPP

Access tax-free cash and draw an income directly from your pot (income drawdown) either now or in the future

General Investment
Account

A General Investment Account provides a flexible way of investing without limits on how much you can put in. Although they don’t provide the same tax benefits as an ISA, they are useful if you’ve used up your ISA allowance.

We don’t provide advice as to whether an investment is suitable for you. Before investing you should make sure you understand the risks involved and, if you’re unsure, seek expert financial advice.

Past performance of an investment is not a guide to future performance, the value of investments or income from them may go down as well as up and you may get back less than you originally invested. Tax treatment depends on your individual circumstances and may change.

Accounts

Investment options

Help and information

Willis Owen

Connect with us

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Have a question?

Call 0800 597 2525

Connect with us

See our reviews

Have a question?

Call 0800 597 2525

Willis Owen Limited is authorised and regulated by the Financial Conduct Authority and is registered in England (No.3283706) at Ground Floor, 507 (Unit 2), Centennial Business Park, Elstree, WD6 3FG. The information and content of this site is intended for UK consumers.

Choose an account

Stocks & Shares ISA

Stocks & Shares Junior ISA

Self-Invested Personal Pension

One Plan Pension Consolidation

Income Drawdown SIPP

General Investment Account