Transferring ISAs

Time to bring your investments together?

If you have accumulated a number of Individual Savings Accounts (ISAs) over the years, keeping them all in one place could give you better control and help you save money. There’s a common misconception that you can’t move your existing ISAs from one provider to another. Transferring your ISAs doesn’t affect its tax-efficient status, but you should make sure that you don’t have to pay penalties or give up valuable benefits.

Looking to make an ISA transfer?

If you want to switch from an existing ISA provider to a new one, you’re perfectly within your rights to do so. Much like a mortgage, you shouldn’t feel as though you’re saddled forever with your first ISA provider choice. Transferring your ISAs could allow you to widen your range of investment choices, as the range on offer can differ between providers.

Download our factsheet, on the right, on how to transfer your ISAs.

Reference – FS007 – Aug – 18

London Office

Railway House
1 Whittlebury Mews East
London
NW1 8EQ

020 7483 4488

Newcastle Office

4th Floor
18-24 Grey Street
Newcastle Upon Tyne
NE1 6AE

0191 468 2500

Northallerton Office

Trinity House
Thurston Road
Northallerton
North Yorkshire
DL6 2NA

01609 760960

Richmond Office

Gallowfields House
Fairfield Way
Richmond
North Yorkshire
DL10 4TB

01748 825 971

Richmond Mortgage Advice Office

Greyfriars,
15 King St,
Richmond
North Yorkshire
DL10 4HP

01748 822088

Meet Our Team

Speak to a practical and experienced financial advisor

Get in touch with a member of our team

Meet Our Team
Get in Touch

Find out more about our range of service.

For further details please contact us.

Get in Touch
Visit Us

We have locations in both London and the North East

Newcastle | Richmond | Northallerton | London

Visit Us

Regulatory Statement

Gale and Phillipson Investment Services Ltd, Gale and Phillipson Advisory Services Ltd, Gale and Phillipson General Financial Services Ltd are all authorised and regulated by the Financial Conduct Authority (Reference Numbers 431387, 142752, 195080) and trade under the name Gale and Phillipson. Gale and Phillipson (SE London) Ltd is authorised and regulated by the Financial Conduct Authority (Reference Number 195522) and trades as Indigo Financial Advisors. Registered in England and Wales numbers 05409822, 02232959, 03751076 and 04077157. Registered office: Gallowfields House, Fairfield Way, Richmond, DL10 4TB.

Google Analytics Alternative