We don’t charge anything to transfer to us, however some providers may charge to transfer out so make sure you check with your current provider.
If your current provider does charge to transfer out we might be able to help. Please contact us on 0117 906 7816 with the information listed below to hand and we will let you know whether we can contribute towards your exit fees:
The number of holdings
Approximate value of shares
Approximate value of funds
Approximate cash balance
An estimation of how many share deals you place per year