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TRANSFER YOUR ISA

You can transfer cash, stocks and shares, and innovative finance ISAs to Lexo. When you transfer your ISA, your assets will be sold and the proceeds will be transferred to Lexo as cash. We will then invest the cash for you according to your selected risk level and investment style. This will preserve the tax-efficient status of your ISA.

The transfer process usually takes two to four weeks. We will let you know as soon as the transfer has been completed and you will be able to see the money in your Lexo account. There is no limit to the number of ISAs you can transfer to Lexo.

Why transfer your ISA to Lexo?

Multi Award Winning

Lexo is backed 100% by multi-award winning Wealth Management firm Lexington Wealth, we care about you and investments, our funds are now commodities, they are designed for the intelligent investor.

Science of Investing

Our portfolios are designed to deliver the optimal return for the accepted equity allocation.  Based on decades of academic research by Nobel Laureates supported by Dimensional Fund Advisers, Lexo doesn’t try to second guess the markets, we use science.

Technology

You have access online 24/7 and you’ll have complete oversight and breakdown of your investments.  But your investments are only as good as your psychology, so we work with you to provide you with the science behind the numbers with our regular Intelligent Investor update.  We want you to success and with over 17 years of experience, Lexo knows how to support you.

OPEN AN ACCOUNT TO START THE PROCESS
 

01793 250 780

[email protected]

 

Our offices are open Monday to Friday 8.30am to 5.00pm.

 

ABOUT

INVESTING

 
 

Lexo is the trading name of Lexington Wealth Management Ltd. (registered number 05503144). Lexington Wealth Management Ltd. is authorised and regulated by the Financial Conduct Authority (No. 440099).

With investment, your capital is at risk. The value of your portfolio with Lexo can go down as well as up and you may get back less than you invest. It is important that you understand the risks. Lexo aims to provide information to help you make your own informed decision. It does not provide personal advice based on your circumstances. If you are unsure, please seek personal advice from Lexington Wealth.

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