Jarvis Investments

What Jarvis Investments does

Jarvis Investment Management Limited was a UK-based, FCA-authorized (Financial Services Register number 116413) execution-only investment management and brokerage firm registered in England and Wales (company number 01844601), headquartered at 78 Mount Ephraim, Royal Tunbridge Wells, Kent, TN4 8BS. Prior to its wind-down, the firm provided execution-only services to retail and SMB clients holding securities and cash balances, with its value proposition rooted in transactional execution and custody rather than advisory, proprietary technology, or differentiated platform features. Core technology and product architecture are not disclosed in available sources, consistent with the firm's small scale (6 employees) and lack of disclosed proprietary features.

In April 2025, Jarvis announced the closure of its business activities and ceased accepting new applications. The majority of its execution-only customers were migrated to interactive investor (ii.co.uk), a UK investment platform with over 450,000 customers and £70 billion of assets under administration, under a co-developed partnership that included a comprehensive joint FAQ for transitioning clients. Jarvis does not pay interest on cash balances held in client accounts and historically did not publish a transparent pricing schedule on its homepage, instead referencing a 'Sell & Close Tariff' document.

The firm now operates a residual 'Sell & Close' service with limited functionality, providing customers with the ability to liquidate securities or transfer remaining securities and cash to alternative providers. No revenue figures, funding history, ownership structure, or management team details are disclosed in the available source material.

Name

Jarvis Investments

Legal name

Jarvis Investment Management Limited

Website

https://jarvisim.co.uk

Company type

Private

Operating status

Closed

Headcount range

1–10 employees

Short description

Jarvis Investment Management Limited is a UK FCA-authorized execution-only investment management firm that announced closure of its business activities in April 2025 and is transferring its customer base to interactive investor while operating a limited 'Sell & Close' service for residual assets.

Ownership category

akta.pro rank

Product category

Investment Management & Execution-Only Brokerage

NAICS

Investment Banking and Securities Intermediation (523150)

SIC

Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Managed Platforms & Wrap Programs for Private Clients (Model Portfolios, UMA/SMAs) (FSAAABAM)

Keywords

• Execution-only brokerage
• Investment management
• Securities trading
• Account wind-down
• Retail investment platform

Headquarters

HQ city

Royal Tunbridge Wells

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Infrastructure, Others

Distribution channels1 record

Marketing channels1 record

Core offering

Jarvis Investment Management Limited historically provided execution-only investment and brokerage services to UK retail customers, enabling self-directed trading and holding of securities and cash balances. Following its April 2025 announcement that it is closing its business activities, the company's live offering has been reduced to a limited "Sell & Close" service for remaining customers, which facilitates the sale of securities or the transfer of securities and cash balances to an alternative provider. The firm is no longer accepting new applications, and does not pay interest on cash balances held in client accounts.

Product overview

Jarvis Investment Management Ltd is an FCA-authorized investment management and execution-only brokerage platform that is currently in wind-down mode. Following the April 2025 announcement to close business activities, the company has transferred the majority of its execution-only customers to interactive investor and is operating a limited 'Sell & Close' service to facilitate the orderly transfer or liquidation of remaining customer assets. No new accounts are being accepted.

Differentiator

Problem solved

Functional benefit

Products and services

• Sell & Close Service A limited wind-down service for existing Jarvis Investment Management customers whose accounts still hold securities or cash balances after the firm's April 2025 closure announcement. It allows account holders to instruct the sale of securities or to transfer securities and cash balances to an alternative FCA-authorised provider such as interactive investor; it does not accept new applications and does not pay interest on cash balances.

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• interactive investorcoreStrategic or Co-development Partner · 1 April 2025Following Jarvis's announcement of business closure in April 2025, the majority of Jarvis's execution-only customers have been transferred to interactive investor (ii.co.uk). interactive investor is described as an award-winning investment platform with 30 years of experience, serving over 450,000 customers with £70 billion of assets under administration. The partnership includes a comprehensive FAQ document created jointly to address customer transition questions.

Recent moves3 records

Market position

Competitive moat2 records

Key risks5 records

Key highlights3 records

Customer concentration

• LinkedInlinkedin.com/company/jarvis-investments

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Jarvis Investments