
Illingworths Invest Direct ltd is a investment partner which has been created to allow Illingworths's clients to access a carefully selected range of risk managed investment portfolios, utilising your isa allowances where available, with the option to select charities which will benefit from your investment with us. Illingworths invest direct Ltd works closely with Tam Asset Management Ltd and FinchTech who have the necessary experience and financial security, together with a proven track record to provide and manage the investment portfolios.

If you like the idea of Invest Direct but do not have a specific charity in mind you can opt for our Malton Charities Fund. We are working to benefit our selected charity partners in Malton. Whilst this is a growing list, here are some of the charities we are currently working with.
It really is as simple as that; You Give, We Give

Firstly, You Give by deciding if you want to donate a percentage of your annual portfolio gain to your chosen charity when opening your account. If you make no gain you make no donation. Then the We Give part. We will donate the same percentage from our fee. If there is no gain and therefore no donation from you,
we will still donate the percentage of our fee.
YOUR CHOICE
You choose which charity receives a donation. Or alternatively opt for our
Malton Charities Partners.
AS SIMPLE AS A, B, C
A clear and convenient donation process. You select the donation
percentage and we will take care of the rest.
PARTNERSHIP
The shared commitment with us leads to higher overall donations resulting
in greater benefit to your chosen charity.
TAX RELIEF
You may be able to claim tax relief on your charitable giving where the
charity is Gift Aid registered.
FLEXIBILITY
You can easily change your charity of choice, the percentage you give or opt
out completely at any time simply by informing us of your decision.
TRANSPARENCY
We will provide you with a letter each year to explain the calculation, the
payment and confirmation of the donation.
Illingworths Invest Direct Ltd is an appointed representative of J Illingworth & Co Ltd, Newgate House, 1 Newgate, York, YO1 7LA which is authorised and regulated by the Financial Conduct Authority. Registered in England No. 5008353. Our entry on the Financial Conduct Authority Register can be found Here