Product transfer review

Find out if we could save you money on your investment fees - no hassle, no fuss!

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Investment
charges are becoming
clearer

See how much you could save with us

By paying less in investment fees you keep more of your money, allowing you to invest more for the future. Enter your current product details below and see how much you could save.

Step by step instructions

The transfer review process can take a few weeks, but we do all the hard work for you and keep you informed throughout.

How it works

We'll ask you some questions

Answer some questions about your current investments provider.

We'll get in touch with your provider

We will get in touch with your provider on your behalf to get all the details of your current investments.

One of our expert advisers will then review all the information and produce a personalised recommendation.

Our recommendation to you

The moment of truth - we will tell you honestly whether it's in your best interest to transfer your investments to us.

The choice is yours

It's completely up to you whether you choose to accept our recommendation and continue to transfer your products to us. If not, no hard feelings!

What can OpenMoney offer

Low fees

Our industry low fees mean you could keep more of your money, allowing you to reinvest it and meet your financial goals quicker.

Personalised recommendation

Based on the information you provide, we’ll create a personalised recommendation to help you reach your long term financial goals.

Dedicated support team

Human beings you can actually talk to. With unlimited advisor appointments and a live webchat, we’re here for you when you need us.

Track your investments

Check how your investments are performing anytime, anywhere with the OpenMoney app.

Our portfolios contain

At last, financial advice the way you want it

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Friendly and expert support

Live webchat

Our fully trained webchat team are available Monday to Friday, from 9am - 8pm to answer any of your questions.

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Call us

To discuss anything OpenMoney with a member of the team, give us a call Monday to Friday, 9am - 5pm.

Call us on: 0161 204 3200
Email us

Our team will be happy to answer any questions. Get in touch and we'll get back to you within 48 hours.

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