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Tel: 01489 505 186 |
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Quick Links
 I want to set up an ISA |
| I want to transfer my ISA |
| I want to transfer my PEP |
Information
| Mini Cash ISAs Guide |
| Maxi ISA Guide |
| Investment ISAs Guide |
| PEPs Guide |
| ISA FAQs |
| ISA FAQs |
| ISA Transfer Guide |
| Guide To PEP Transfers |
| Annual Investment Review |
Application Forms
| PEP/ISA Transfer |
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| New ISA |
Setting Up An ISA Transfer
We are currently recommending Fidelity Funds Network to people wanting to transfer their ISAs.
The Advantages of Transferring Your ISA to Fidelity
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Have access to over 900 funds from 54 leading fund companies.
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Simplify the management of your ISA investments by keeping them all in one place.
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Call up portfolio reports and valuations at the click of a mouse.
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Switch between funds quickly and easily whenever you want to.
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Diversify your portfolio and spread your risk.
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Deal with just one company and avoid receiving lots of different statements.
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Keep you’re the funds you currently have.
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Receive up to date valuations 24 hours a day, 7 days a week, 365 days a year.
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Plan and implement changes to your portfolio quickly and easily.
Transferring your ISA with us is FREE of CHARGE
How to Transfer Your ISA
To transfer your ISA, please click below to download the application form and Letters of Authority for each fund manager you want to transfer from:
Then complete these steps to complete your ISA transfer:
1. Complete the application form and Letters of Authority and send the completed form and letters to us at:
Lawrence Clarke Limited
Pavilion 2
Little Park Farm Road
Segensworth West, Fareham
Hampshire
PO15 5TD
2. When we receive the forms we will contact the fund companies on your behalf to tell them that you want to transfer your ISA.
An ISA transfer normally takes between 4-6 weeks .
We will write to let you know when the transfer process has been completed.
Please note:
Your money remains invested throughout this ISA transfer process.
This means that you won’t miss out on any fund performance.
Speak to an ISA Expert
If you would like to speak to an ISA expert about the ISA transfer process or the different options available to you then please:
Telephone us on: 01489 505 186
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Email us at: u-manage@lawrenceclarke.co.uk
or
Complete the call me back form on the right hand side of this page, and a member of our ISAs team will telephone you at a time that is convenient for you.
This service is free of charge.
Call me back
Request a call by filling out the form below. All fields are required
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Copyright © 2005 Lawrence Clarke Limited (Pavilion 2, Little Park Farm Road, Segensworth, West, Fareham, Hampshire, PO15 5TD) an appointed representative of The Burns-Anderson Independent Network PLC, 27 Great George Street, Bristol BS1 5QT, which is authorised and regulated by the Financial Services Authority.
The Burns-Anderson Independent Network is entered on the FSA register (www.fsa.gov.uk/register) under reference 126191