Understand the risks
Please remember that the value of an investment and the income from it can go down as well as up and you may get back less than you invested.We don't offer advice so if you are in any doubt about making your own investment decisions we recommend you seek advice from a suitably qualified financial adviser.
You’re already a Halifax customer, so we understand that looking after your hard-earned cash really matters to you. Planning your financial future is one of the most important things you can do in life. Making sound financial plans could help you achieve a lifelong ambition or support your children through university.
We have a range of online financial planning guides available, which can help you start to consider your longer-term financial and retirement plans. If you’re thinking about doing this through investing, you could have a look at our 5 steps to investing to see whether investing is right for you at this time.
On the other hand, if you feel that saving might suit you better, why not have a look at our range of savings accounts.
To help you build on your financial plans for the future, we now offer a simple way to invest online without advice. You can choose whether to invest tax efficiently through a Stocks and Shares ISA, or through an Investment Account. Remember that tax treatment depends on personal circumstances and may be subject to change.
Both accounts offer access to three managed growth funds, which cover a range of assets, from UK and international shares to property and fixed-interest bonds. You don’t need a lump sum to invest in our managed funds either – you can invest from just £100 a month. If you do have a lump sum, you can start investing with a minimum lump sum of £2,000.