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Benefits of becoming a client

When you become a client of GLS Wealth Management you will be able to benefit from a wide range of services, including

  • A designated Financial Planner.
  • Direct contact with your Financial Planner via e-mail, phone, correspondence or face to face.
  • The management of all or most of your investments through the GLS Transact Portfolio.
  • Regular reviews of your policies and investments.

You will also be able to access the Client-only area of our website - see more details below of what this can offer.

Secure website service

By registering and/or logging into the secure area of our site you can acess the following features, amongst others:

Fact 1

Use our factfind to keep us up to date with your current contact details/ personal situation.

Fact 2

Quickly and easily complete a range of forms online, which are already pre-populated with your details.

Fact 1

Access our client newsletter, and personal documents which we have uploaded for you.

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.

GLS Wealth Management is a division of GLS Chartered Accountants which is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do). FSA Registration No: 104101