How transferring to our Stocks & Shares ISA could make your money do more
Watch our short video to find out how hard your money will work in our Fully-Managed Investment Portfolios.
Expert management team
With access to 14,000 experts in over 200 locations around the world, our team makes the investment decisions for our Fully-Managed Investment Portfolios .
Aim to maximise return and reduce risk
Our access to a global team of experts with thousands of holdings allows us to blend multi-asset investment strategies and create unique opportunities for growth.
Simple suitability assessment
With our ISA transfer service, we’ll assess your personal circumstances and attitude to risk to offer you a suitable Fully-Managed Investment Portfolio Service.
Cash v Stocks & Shares
Investing in stocks and shares (often called equities) means being comfortable with accepting some risk to the value of your investment. Our assessment helps show you what level of risk is suitable for you, based on how long you want to invest for your and attitude to risk and return.
Typically, the longer you plan to invest, the greater chance your investment has of outperforming cash.
Years invested for
3
4
5
10
18
Probability of equities outperforming cash
70%
73%
75%
91%
99%
Source: Barclays Equity Gilt Study 2016
Benefits of transferring to our Stocks & Shares ISA
Join the thousands of people already investing with True Potential Investor.
Global investment team
We have access to 14,000 experts in over 200 locations around the world.
Fully-Managed Investment Portfolios
Our expert in-house team manage your investment, so you can leave all the hard work to us.
No transfer fees
We won’t charge any fees for the transfer when you transfer to one of our Fully-Managed Investment Portfolios.
Easy to access
Our app has everything you need all in one place so you can track your investments 24/7 from a range of devices.
Investment top-ups
Unique to True Potential Investor, impulseSave® is a world-first investment feature that allows you to top up your accounts on the go from as little as £1.
Easy to set up
It only takes ten minutes to set up an account with us. Tell us a few details about you and your investment goals and we’ll do the rest of your ISA transfer.
See how easy it is to transfer your ISA to us
See what our clients are saying
Our clients trust our Fully-Managed Investment Portfolios with over £4 billion of their assets, so it’s no surprise they recommend us to others.
Streets ahead
"The service proposition offered by True Potential via internet and mobile apps is streets ahead of the competion with 24/7 valuations and ability to impulseSave for as little as £1 to any amount."
Tej Basson
Professional and proactive
"If I’ve ever got any queries about my investment, the replies are within a couple of hours. The app they have is great and allows easy tracking of my investment."
J Clough
Brilliant investment platform
"I’ve been using True Potential Investments for a number of years. I can analyse and monitor my investments through the investment portal and find the impulseSave option an excellent tool. Highly recommended."
Gary Dixon
Common questions about transferring your Stocks & Shares ISA
We don’t currently accept transfers from Lifetime or Help-to-Buy ISAs.
How does transferring affect my ISA allowance?
ISA transfers don’t impact your annual ISA allowance.
If you’d like to know more about how transferring an ISA works, call us on 0800 046 8007.
If you’re not sure how to find any of these, call us on 0800 046 8007 and we’ll be happy to help.
Need to find out more? Read our FAQs
Some important information
With investing, your capital is at risk. The value of your investments will rise and fall at times and you could get back less than you invest.