The Team

John Leiper, CFA

Chief Investment Officer

Andrew Pottie

Portfolio Manager

Sekar Indran

Portfolio Manager

Alex Livingstone

Trader

Jonah Levy

Senior Investment Analyst

James Peel

Senior Investment Analyst

Ben Raven

Director

Andrew Fouracres

Compliance Director

Kieran Scott

Operations Manager

Julia Fleming

Helpdesk

Connor Stewart

Helpdesk

i-stock

This website is for information purposes only. i-stock does not provide financial advice and an account can be created via the i-stock App or via the website by clicking the ‘create an account button, which are available below.

create an account

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.

i-stock is a trading style of Tavistock Private Client Limited authorised and regulated by the Financial Conduct Authority with FRN 210782. Tavistock Private Client Limited is a wholly owned subsidiary of Tavistock Investments Plc. 1 Queen’s Square, Ascot Business Park, Lyndhurst Road, Ascot, Berkshire SL5 9FE +44 (0) 1753 867000. www.tavistockam.com thinking@tavistockam.com. 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 number 488015. Registered office: 2 Oakridge Office Park, Whaddon, Salisbury, SP5 3HT. Registered in England No. 06638918.

We have one portfolio that complies with a Risk Profile 7

ACUMEN Portfolio 8

Acumen Portfolio 7

The ACUMEN Portfolio 8 will be actively managed, on a highest risk strategy. The portfolio will invest in a number of different asset classes across global markets, including shares in companies, bonds, property and commodities.

AVAILABLE NOW

We have one portfolio that complies with a Risk Profile 7

ACUMEN Portfolio 7

Acumen Portfolio 7

The ACUMEN Portfolio 7 will be actively managed, on a highest medium risk strategy. The portfolio will invest in a number of different asset classes across global markets, including shares in companies, bonds, property and commodities.

AVAILABLE NOW

We have one portfolio that complies with a Risk Profile 6

ACUMEN Portfolio 6

Acumen Portfolio 6

The ACUMEN Portfolio 6 will be actively managed, on a high medium risk strategy. The portfolio will invest in a number of different asset classes across global markets, including shares in companies, bonds, property and commodities.

AVAILABLE NOW

We have three portfolios that comply with a Risk Profile 5

Risk Profile 5 Portfolios:

Acumen Portfolio 5

ACUMEN Portfolio 5 will be actively managed, on a low medium risk strategy. The portfolio will invest in a number of different asset classes across global markets, including shares in companies, bonds, property and commodities.

Acumen Income Portfolio

ACUMEN Income Portfolio will be actively managed, on a low medium risk strategy. The portfolio will invest in a number of different asset classes across global markets, including shares in companies, bonds, property and commodities.

Acumen Income Protection Portfolio

With the ACUMEN Income Protection Portfolio the protection level is 85% of the highest value ever achieved by the portfolio. You can protect a significant amount of your initial investment, as well as protect a substantial amount of any future profits.

AVAILABLE NOW

We have three portfolios that comply with a Risk Profile 4

Risk Profile 4 Portfolios:

Acumen Portfolio 4

ACUMEN Portfolio 4 will be actively managed, on a lowest medium risk strategy. The portfolio will invest in a number of different asset classes across global markets, including shares in companies, bonds, property and commodities.

Acumen Capital Protection Portfolio

With the ACUMEN Capital Protection Portfolio the protection level is 90% of the highest value ever achieved by the portfolio. You can protect a significant amount of your initial investment, as well as protect a substantial amount of any future profits.

Acumen ESG Protection Portfolio

With the ACUMEN ESG Protection Portfolio the protection level is 90% of the highest value ever achieved by the portfolio. You can protect a significant amount of your initial investment, as well as protect a substantial amount of any future profits.

AVAILABLE NOW

We have one portfolio that complies with a Risk Profile 3

ACUMEN Portfolio 3

Acumen Portfolio 3

ACUMEN Portfolio 3 will be actively managed, on a low risk strategy. The portfolio will invest in a number of different asset classes across global markets, including shares in companies, bonds, property and commodities.

AVAILABLE NOW