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Can I transfer existing investments in either a Cash or Stocks & Shares ISA with another provider into my ISA?

Yes – you can transfer a Cash or Stocks & Shares ISA to us from another provider and we won’t charge you for transferring. Here at True Potential Wealth Management, we aim to make the process as seamless as possible when changing investment providers.

To transfer an ISA to us, simply get in touch with our team if you don’t already have an account with us. We know how important it is that you can contact us in a way that suits your lifestyle and your preferences. That’s why we’re available through a range of easy-to-use channels and will continue to expand our service to meet changing demands.

You can also transfer an existing Cash or Stocks & Shares ISA by logging into your account with us and heading to ‘Transfers’. Don’t forget though, you can always speak to our support team if you have any questions.

With investing your capital is at risk. Investments can fluctuate in value, and you may get back less than you invest. ISA eligibility applies.

If you need more information or have any further question, and you are not already a client with True Potential, you can speak to our friendly team on 0191 625 0350 available 7am-8pm weekdays.

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