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Do I need to withdraw my investments as cash and then transfer to you?


You do not need to withdraw your investments as cash prior to transferring to Vanguard. Withdrawing cash from an ISA may mean you lose that part of your ISA allowance unless your ISA is a flexible ISA. However, if your existing holdings are sold as part of an ISA transfer, the wrapper remains and you will not lose the tax efficient status. The cash will be held in your account pending your choice of a new fund investment.

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If you are an existing client, please send us a secure message using the Inbox feature within your account. This will help us respond with information specific to you.

If you are new to Vanguard, please send us a message with email.

Getting help in difficult circumstances

Please contact us if you’re having financial difficulties, navigating a difficult time in your life, or if your mental wellbeing is affected. This happens to many in these uncertain times. We’re here to help.

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