What's the best account to transfer my LISA to?

23 Dec, 2021

Question by Francis

Hi, I’d love thoughts on what is the best account to transfer my LISA to? My current provider (Wealthsimple) is closing shop

Answered by James Greenly

Hi Francis

Boring Money has done some excellent research into the main Lifetime ISA providers, and you can check it out here.

You can enter your current LISA amount under 'lump sum', and also specify if you plan on making any regular savings.

It will break down the providers in terms of ratings, reviews, top features and, importantly, costs and charges.

I hope that helps.

Best wishes

James

Answered by

James Greenly

Chartered Financial Planner

I am a Chartered Financial Planner at Capital Asset Management, a boutique financial planning and wealth management firm based in the City of London.

I started my career in financial planning back in 2007, just months before the global banking crisis rocked stock markets and plunged the UK economy into recession. In those first few months I realised that as financial planners we are not really in the ‘money’ business, we are in the ‘people’ business. Our job is to support and guide our clients through the ups and downs of life, ensuring that they have a robust financial plan in place that can weather any storm. ISAs, pensions and investments are important of course, but these are merely the fuel to helping you live the life you want. Our mission at Capital is to help our clients discover true wealth.

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