Investing
Range of mortgages
Stocks & Shares ISAs
Make the most of your ISA allowance. Choose a ready-made World Selection portfolio, or build and manage your own portfolio of funds or securities.
Investment funds
Research, buy, and track investment funds online via our Global Investment Centre, or top up / add on to your existing Selected investment funds.
Share dealing
Make your own investment decisions with our share dealing accounts. Build a portfolio of shares with InvestDirect or InvestDirectPlus.
Premier advice
Build the future you've imagined with the Heritage Trust Online Bank Premier advice service.
Please bear in mind
- Investment risk: All investments carry some risk. The value of investments (and any income received from them) can fall as well as rise and you may not get back what you invested. For some investments this can also happen as a result of exchange rate fluctuations as shares and funds may have an exposure to overseas markets.
- Time commitment: Most investments should be considered as a medium to long-term commitment; this means you should be prepared to hold them for at least five years
- Tax benefits: The value of any tax benefits described depends upon your individual circumstances – tax rules may change in future.
- In addition to the risks mentioned above, there are other risks associated with investing in our products. These are outlined in the Key Features Document for each product and, where applicable, in the Key Investor Information Document for the underlying fund(s), which you should read carefully before applying.