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Managing your investments

So you already have a goal and a plan to help you reach it. But you’ll also need control over your money to make sure your investments are working for you, at all times. It’s your money, after all.

It’s sensible to regularly review your investments to make sure they’re on track to meet your goals. If you’d like our help, give us a call on 0845 272 8810. Calls may be monitored and/or recorded to protect both you and us and help with our training. Call charges will vary.

Three simple ways to stay in control:

1.  Keep all your investments in one place.

This makes it much easier to see how your investments are doing at a glance. If you’ve already got an ISA with someone else and want to find out about transferring it to us, just call us on 0845 272 8825 and we can help you make the most of your current investments.

2.  Manage your money online or through our mobile app, wherever you are.

More on managing your money online

3.  Review your investments regularly, and make adjustments if need be.

More about investment reviews

As with any investment, the value can go up or down, and may be worth less than you paid in.