Choose from 10 portfolios.
We’ll do the rest.

Investing doesn’t have to be complicated, time-consuming, or overly risky. You don’t need millions to get started. Whatever your goal, budget, or feelings about risk, we’ve probably got a portfolio for you. We’ve also got years of experience and manage money for over 10,000 investors. We can help you find the right portfolio, then do the hard work. So you can spend more time on the things that matter to you.

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How we invest

All of our portfolios are:

Globally Diversified

Selecting a range of assets from across the world, choosing the right investments so you don’t have to.

Managed By Experts

We constantly monitor and adjust your investment to make sure it performs.

Designed To Last

All of our portfolios are built to deliver long-term results.

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three approaches to choose from

And plenty of information to help you decide

Diversified

Our core portfolios, with different levels of risk and return – something for everyone.

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Protected

Diversified portfolios with the added comfort of a fixed level of protection measured on highest value.

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Protected + ESG

Diversified, with protection, plus a socially responsible focus.

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INVESTING MADE EASY

risk EXPLAINED

Everyone has a UNIQUE attitude to risk.

We offer 10 different portfolios, with different levels of risk and reward – hopefully something for everyone.

Each portfolio fits into one of the risk profiles below. To start out, it’s therefore helpful to decide the level of risk and reward you are looking for with the money you are thinking about investing.

Take a look at each of the profiles explained below to help you figure out which feels right for you.

They are determined independently by a leading financial services company called Dynamic Planner – financial advisers use them too.

From there, you can explore which of our portfolios match up with the level of risk and reward you’re comfortable with.

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Risk Profile 3

click here to find out more

Risk Profile 4

click here to find out more

Risk Profile 5

click here to find out more

Risk Profile 6

click here to find out more

Risk Profile 7

click here to find out more

Risk Profile 8

click here to find out more

Your willingness and ability to accept risk is ‘low’.

Risk Profile 3

Dynamic Planner definition of Risk Profile 3:

While you are likely to be concerned with not getting as much back from your investments as you put in, you may also want to make higher returns on your investments.

Your preferred investments are likely to be mainly lower and medium-risk investments such as cash, cash-type assets, bonds and UK commercial property, with a minority of higher-risk investments such as UK and overseas shares.

Interactive chart for ACUMEN Portfolio 3

(Based upon an initial investment of £500)

Using the chart:

Hover over the chart and move left to right and 5 year milestones will display within a box to illustrate potential returns for the parameters described within Definitions below.

Definitions

Higher:   o----------o

This projection incorporates anticipated above average market conditions over the investment period.

Intermediate:   o----------o

This projection incorporates anticipated average market conditions over the investment period.

Lower:   o----------o

This projection incorporates anticipated below average market conditions over the investment period.

Disclaimer:

These projections are intended to aid decision making, not to provide a guarantee for future performance. Capital at risk. Find out more.

Your willingness and ability to accept risk is ‘lowest medium’.

Risk Profile 4

Dynamic Planner definition of Risk Profile 4:

While you are likely to be concerned with not getting as much back from your investments as you put in, you may also want to make higher returns on your investments.

Your preferred investments are likely to be mainly lower- or medium-risk investments such as cash, cash-type assets, bonds or UK commercial property, with typically fewer higher-risk investments such as UK and overseas shares.

Interactive chart for ACUMEN Portfolio 4

(Based upon an initial investment of £500)

Using the chart:

Hover over the chart and move left to right and 5 year milestones will display within a box to illustrate potential returns for the parameters described within Definitions below.

Definitions

Higher:   o----------o

This projection incorporates anticipated above average market conditions over the investment period.

Intermediate:   o----------o

This projection incorporates anticipated average market conditions over the investment period.

Lower:   o----------o

This projection incorporates anticipated below average market conditions over the investment period.

Disclaimer:

These projections are intended to aid decision making, not to provide a guarantee for future performance. Capital at risk. Find out more.

Your willingness and ability to accept risk is ‘low medium’.

Risk Profile 5

Dynamic Planner definition of Risk Profile 5:

While you are likely to be concerned with not getting as much back from your investments as you put in, you also probably want to make higher returns on your investments.

Your preferred investments are likely to be a mix of lower and medium-risk investments which may include cash, cash-type assets, bonds and UK commercial property, and higher-risk investments such as UK and overseas shares.

Interactive chart for ACUMEN Portfolio 5

(Based upon an initial investment of £500)

Using the chart:

Hover over the chart and move left to right and 5 year milestones will display within a box to illustrate potential returns for the parameters described within Definitions below.

Definitions

Higher:   o----------o

This projection incorporates anticipated above average market conditions over the investment period.

Intermediate:   o----------o

This projection incorporates anticipated average market conditions over the investment period.

Lower:   o----------o

This projection incorporates anticipated below average market conditions over the investment period.

Disclaimer:

These projections are intended to aid decision making, not to provide a guarantee for future performance. Capital at risk. Find out more.

Your willingness and ability to accept risk is ‘high medium’.

Risk Profile 6

Dynamic Planner definition of Risk Profile 6:

While you are likely to be concerned with not getting as much back from your investments as you put in, you probably also want to make higher returns on your investments.

Your preferred investments are likely to include mainly higher-risk investments such as UK and overseas shares and typically some lower and medium-risk investments such as cash, cash-type assets, bonds and UK commercial property.

Interactive chart for ACUMEN Portfolio 6

(Based upon an initial investment of £500)

Using the chart:

Hover over the chart and move left to right and 5 year milestones will display within a box to illustrate potential returns for the parameters described within Definitions below.

Definitions

Higher:   o----------o

This projection incorporates anticipated above average market conditions over the investment period.

Intermediate:   o----------o

This projection incorporates anticipated average market conditions over the investment period.

Lower:   o----------o

This projection incorporates anticipated below average market conditions over the investment period.

Disclaimer:

These projections are intended to aid decision making, not to provide a guarantee for future performance. Capital at risk. Find out more.

Your willingness and ability to accept risk is ‘highest medium’.

Risk Profile 7

Dynamic Planner definition of Risk Profile 7:

Your priority is likely to be making higher returns on your investments but you are probably still concerned about losing money due to market rises and falls.

Your preferred investments are likely to contain mainly higher-risk investments such as UK and overseas shares with a few, if any, lower- and medium-risk investments such as bonds and UK commercial property.

Interactive chart for ACUMEN Portfolio 7

(Based upon an initial investment of £500)

Using the chart:

Hover over the chart and move left to right and 5 year milestones will display within a box to illustrate potential returns for the parameters described within Definitions below.

Definitions

Higher:   o----------o

This projection incorporates anticipated above average market conditions over the investment period.

Intermediate:   o----------o

This projection incorporates anticipated average market conditions over the investment period.

Lower:   o----------o

This projection incorporates anticipated below average market conditions over the investment period.

Disclaimer:

These projections are intended to aid decision making, not to provide a guarantee for future performance. Capital at risk. Find out more.

Your willingness and ability to accept risk is ‘high’.

Risk Profile 8

Dynamic Planner definition of Risk Profile 8:

Your priority is likely to be making higher returns on your investments but you are probably still concerned about losing money due to market rises and falls.

Your preferred investments are likely to contain mainly higher-risk investments such as UK and overseas shares with the occasional lower- and medium-risk investments such as bonds and UK commercial property.

Interactive chart for ACUMEN Portfolio 8

(Based upon an initial investment of £500)

Using the chart:

Hover over the chart and move left to right and 5 year milestones will display within a box to illustrate potential returns for the parameters described within Definitions below.

Definitions

Higher:   o----------o

This projection incorporates anticipated above average market conditions over the investment period.

Intermediate:   o----------o

This projection incorporates anticipated average market conditions over the investment period.

Lower:   o----------o

This projection incorporates anticipated below average market conditions over the investment period.

Disclaimer:

These projections are intended to aid decision making, not to provide a guarantee for future performance. Capital at risk. Find out more.

INVESTING MADE EASY

our portfolios

ACUMEN Portfolio 3
(Risk Profile 3)

find out more

ACUMEN Portfolio 6
(Risk Profile 6)

find out more

ACUMEN Income Portfolio
(Risk Profile 5)

find out more

ACUMEN Portfolio 4
(Risk Profile 4)

find out more

ACUMEN Portfolio 7
(Risk Profile 7)

find out more

ACUMEN Capital Protection Portfolio
(Risk Profile 4)

find out more

ACUMEN ESG Protection Portfolio
(Risk Profile 4)

find out more

ACUMEN Portfolio 5
(Risk Profile 5)

find out more

ACUMEN Portfolio 8
(Risk Profile 8)

find out more

ACUMEN Income Protection Portfolio
(Risk Profile 5)

find out more

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INVESTING MADE EASY

what our customers say

I’m quite bad at all things digital, stuff on the interweb I thought it was only for the computer savvy youngsters. But I found this very simple to follow, to invest and to keeps tabs on, through my phone. I impressed myself actually!
Alan H. Cornwall

I needed to do a transfer of my mum’s savings into something that provided her with greater security under my Power of Attorney. The transfer process was incredible easy and quick, but importantly, completely painless!
Andy F. Gloucestershire

The sign up process was re-assuring as they are a regulated firm managing a lot of money on behalf of people like me. I can see why others use i-stock.
Briony R. London

These testimonials are from clients who currently hold accounts with i-stock.
Full details cannot be published due to GDPR data protection regulations. Please see our privacy policy.

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WHAT WE INVEST IN

Our portfolios are made up of Exchange Traded Funds, or ETFs. They are:

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Designed to track an index

Each ETF tracks the performance of an established market index, like the FTSE 100. So you get access to a whole market without breaking the bank.

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Low-cost

So more money stays in your pot.

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Flexible and easy to access

We can buy and sell ETFs on the stock exchange every day, so you can access your money whenever you like.

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Who manages your money?

Our team of experts manage over £1 billion for more than 10,000 customers like you. Here are the key people who look after your money.

Christopher Peel
Chief Investment Officer

Christopher Peel is the Chief Investment Officer of Tavistock Wealth and carries direct responsibility for all investments at the firm. Together with the research and investment team, he manages the ACUMEN Portfolios. Christopher has more than 30 years’ experience in financial markets, working with a variety of household names, having held senior management positions at both Citibank and Salomon Brothers. Christopher holds a B.A. degree in Economics from Colorado College.

John Leiper
Head of Portolio Management

John is the Head of Portolio Management at Tavistock Wealth. Together with the research and investment team he manages the ACUMEN Portfolios. John has more than 10 years’ experience in financial markets having previously worked in a variety of roles at RBS, Morgan Stanley and Credit Suisse. John holds a BSc degree in Economics from Warwick University and an MSc degree in Economic History from the London School of Economics. John is a CFA ® charterholder.

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INVESTING MADE EASY

what next?

You’ve chosen your portfolio. You’re ready to invest. Here’s what you’ve got to look forward to when working with us.
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More time
We do the hard work, so you can get back to the things (and people) that matter to you.
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Instant access
Check on your investment 24/7, online or via the app.
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Regular updates
With clear reporting and 100% transparency.
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Simple fees
You only pay for us to manage your portfolio. Nothing else.
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Peace of mind
We’re regulated and take the security of your money and data seriously.

i-stock

This website is for information purposes only. i-stock does not provide financial advice and an account can be opened via the i-stock App or by selecting the ‘create an account’ button below.

 

 

Opening an Account

When creating an i-stock account via the app, you will be asked to acknowledge that you have read, and accept, our Terms & Conditions, Privacy Policy, and the Key Features document for your chosen product (ISA or GIA). You will also be asked to confirm you have not received financial advice from i-stock.

Making a Deposit

When making a deposit, you will be asked to acknowledge that you have read the Key Investor Information Document (KIID) and been presented with the Brochure, Prospectus and Supplement for your chosen investment fund. All of these documents, for each of the available options, can be found on our Investment Fund Options page. You will also be asked to confirm you wish to proceed with your deposit and that you have not received financial advice from i-stock.

 

 

 

If you require any further information, you should find most answers in our FAQs. Otherwise please feel free to contact the i-stock helpdesk. Alternatively, you can send us a message below.

By completing the form below you voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with the appropriate data protection requirements.

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i-stock is a trading style of Tavistock Wealth Limited which is authorised and regulated by the Financial Conduct Authority, FCA No: 568089. Registered in England and Wales. Registered O­ffice: 1 Bracknell Beeches, Old Bracknell Lane, Bracknell RG12 7BW, Company Number 07805960. Tavistock Wealth Limited is a wholly owned subsidiary of Tavistock Investments Plc. The product provider for the i-stock ISA and GIA is Gaudi Regulated Services Limited which is authorised and regulated by the Financial Conduct Authority, FCA No: 488015. Registered in England and Wales. Registered office 2 Oakridge Office Park, Whaddon, Salisbury, SP5 3HT, Company Number 06638918.

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