Product transfer reviews

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

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How it works

The transfer review process can take a few weeks to complete. But don’t worry, we do all the hard work for you and keep you informed throughout.

Step 1

We ask you a few simple questions

Answer some questions about your current financial situation and your current provider.

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Step2

We'll get in touch with your provider

We’ll ask your provider for the details of your current investment(s).
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One of our expert advisers will then review all the information and create a personalised recommendation report.

Step 3

Our recommendation to you

We’ll tell you whether it’s in your best interest to transfer your products to us.
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It’s completely up to you whether you choose to accept our recommendation. If you do, we’ll start your transfer right away.

Start your review

Our portfolios contain:

Ongoing advice and support

All customers have access to qualified advisers at any time, so if your circumstances change we can review whether your investment plan is still suitable for you.

You also receive a free annual investment review to keep you on track to achieve your goals.

Advisers available to talk 5 days a week at no extra charge.

An OpenMoney Advisor Smiling

An OpenMoney Advisor Smiling

An OpenMoney Advisor Smiling

An OpenMoney Advisor Smiling

“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.

With any investment your capital is at risk, investments can go down as well as up