Making a withdrawal from your investment funds

If you would like to make a withdrawal from your ISA, investment fund (unit trust) or Open Ended Investment Company (OEIC) investments into your current account you can contact us in the following ways:

By phone

If you would like to make a withdrawal from your ISA, investment fund (unit trust) or OEIC investments into your current account, please call The Investor Portfolio Service on 0345 272 0089. Please have your IPS customer number ready.

If you would like to make a withdrawal from your Select Portfolio Bond, please call The Investor Portfolio Service on 0370 333 3696. Please have your customer number ready.

Calls received before 10am (Monday to Friday) will receive valuation that day, and after 10am the following day. Monies may take 7-10 working days to reach your account. 

Withdrawals of over £20,000 will require written confirmation of the instruction, and proof of bank account. This will be confirmed over the phone.

Online

To view your online investment funds log in to to IPS/PFP.

Please note: Funds can only be withdrawn online into your IPS cash account. To withdraw from the cash account you'll need to call The Investor Portfolio Service on 0345 272 0089.

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Make an appointment

Use our online booking form to request an appointment with a Financial Planning Manager.

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You can get in touch with us over the phone. We’ve made it easy to find the best number to call.

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