Transfer
Capital at risk
Find out for free how your current ISAs and pensions are performing from our financial advisers.
Your report compares the value, performance and charges of your investments to what they’d be with OpenMoney.
Our transfer process is as easy as it gets. Answer a few questions about your finances, we give you advice and your free report.
There’s no obligation to transfer to us, our financial advisers make no commission on transfers to OpenMoney.
Our advisers analyse the past performance of your investments, and show you the comparison to how they would’ve performed with us.
Our advisers don’t get paid any commission on transfers and you’re under no obligation to transfer to us after you receive our advice.
Your review includes the benefits of your current investment, and any penalties that you'd have to pay if you transferred to us.
Our advisers can help align your investments to your long-term goals, to see if you’re on track.
Capital at risk
“OpenMoney" is a registered trading style of OpenMoney Adviser Services Ltd. OpenMoney Adviser Services Ltd is registered in England & Wales under Company Registration Number 09407280. Our registered address is WeWork St. Peter’s Square, 1 St. Peter’s Square, Manchester, M2 3DE. OpenMoney Adviser Services Ltd is authorised and regulated by the Financial Conduct Authority, our registration numbers are 676331 for activities regulated under FSMA and 792842 for activities regulated under Payment Services Regulations 2017.