HL Vantage Service

Regular savings with HL - Vantage Investment Plan

Invest monthly with Hargreaves Lansdown. Not only is it one of the easiest ways to save, but if you invest in an ISA or SIPP it’s tax free. We offer over 2,000 funds, initial savings of up to 5.5% plus much more...

When to start
You can never start too soon; the most important thing is to start. As the legendary investor Sir John Templeton said; “the best time to invest is when you have money”.

The great thing about investing a small amount each month is that most investors have the money.

Our guide shows how:

• Providing you only invest an amount you can afford, after a few months you will become used to those payments leaving your bank account. By keeping your money at arms length you could build up a significant fund for the future.
• Investing regularly can generally smooth out the ups and downs of stock market volatility and takes the worry out of timing your investment. Markets fall as well as rise, but with regular savings falling markets allow you to buy more of the investment at lower prices, so if the market eventually regains the lost ground they will count for much more. If the market rises you profit from the increasing value of investments already made.
• You can generate tax free returns through an ISA and reclaim some of the tax you have paid through a SIPP.

Our discounts can have a sizeable effect on your portfolio. We can save you up to 5.5% per month and offer Loyalty Bonuses of up to 0.5%. Tax treatment can change over time and their benefit will depend on your circumstances. Loyalty bonuses are not available in the SIPP.

• Download a copy of our Guide to Regular Savings

Or if you're ready to start a plan now:

• Download the Vantage ISA application form
• Download the Vantage SIPP application form
• Download the Vantage Fund Account application form

All investments should be regarded as for the long term because they can go down in value as well as up, so you could get back less than you invested. Any yield is variable and not guaranteed. Our research is provided to help you make your own investment decisions, if you are unsure of the suitability of an investment please seek advice.