Financial Advisor

[PoppySong]

honeybee13,  Thanks.  I will.

[honeybee13]

I had another thought while I was out. The investment house/s you have money with might have charges for withdrawing the money, unless you've gone through their charging period. That should show up on your annual statements if you've been getting them.

 

HB

[PoppySong]

honeybee13  Well if they charge me, they charge me.

I've sent the written instructions to leave.  Now waiting for their customer service team to ring me, as my message is not showing on the portal.   

Edited August 3, 2022 by PoppySong

[honeybee13]

Fair enough, as long as you're happy with where you're heading. It's your money. But the company ought to be able tell you if there are charges for cashing in the investment.

 

Get as much as you can from them in writing as you're talking about a large sum of money, also make your own timed and dated notes of who you speak to in case you need them later.

 

HB

[PoppySong]

I have done that.  

After speaking with the customer support team, they have asked me to email their address, makring it FAO the advisor and cc. to the advisors email address.  Also they said to try and put it on the portal again.  All of which I have now done.

[honeybee13]

It seems to be going the way you want then.

 

HB

[PoppySong]

Well yes, except I will have to find out if I have to pay any tax.  I have dealt with HMRC before so I'd not be too daunted by that.

[honeybee13]

I'd have thought there would be information online as well about the tax situation. AIUI it doesn't apply to ISAs so it would be stocks and shares, bonds and so on.

 

HB

[PoppySong]

Thank you.