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ISA Process

If you have a Cash ISA, it is generally good practice to check if this is really giving you the best possible return on your money. Many people save for a ‘rainy day’, holding some cash as an emergency fund. However, once you have enough, are you missing out on having any extra money working harder for you?

If you have invested into a Stocks and Shares ISA, it is sensible to regularly review your ISA’s performance as well as any underlying charges it may have as you could potentially benefit by transferring your ISA to another provider.

 

Below is our 2 step guide explaining how an ISA review with Periscope Wealth works. Remember, the review is free of charge and we will only recommend the transfer of your ISA if it is beneficial for you to do so.

Step 1

We will discuss your current investment situation with you, taking the time to understand what is important to you and what you are trying to achieve.

If we believe that improvements could be made, we will initially explain how these can be accomplished.

If you are happy for us to give you more detailed and specific advice then we will need to gather some additional information about you and maybe ask you to send us a recent statement about your ISA.  We may need to request more detailed information from your current provider so it might be necessary for you to provide your authority so we can obtain this).

Step 2

Once we have received all the information about your ISAs, we can set about providing you with appropriate advice on where improvements could be made.

If you are investing money from your Cash ISA, it’s important to ensure you still have adequate cash reserves for any emergency. Therefore, you might only want to invest a proportion of your Cash ISA.

We will assess how much investment risk you are comfortable taking and then prepare your personalised Recommendation Report.

The report will explain our advice and the reasons for transferring to a new scheme. We will be available to answer any questions you may have before proceeding.

Upon agreeing our recommendations we will complete the necessary details to open your new ISA and will help arrange any transfer.

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Periscope Wealth Ltd is an appointed representative of Sterling Wealth Ltd which is authorised and regulated by Financial Conduct Authority FCA Number 653104.  Registered in England, Registered No. 09020864, Registered Address Greystone House, Moss Lane, Altrincham, WA15 8HW

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