Investments
Making your money work hard for you
We will review your existing investments to ensure that they are in keeping with your current and future financial planning goals.
We will recommend any changes that may be required and will also advise on which investment wrappers will the be most suitable for your funds:
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ISAs
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Direct Investments
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Onshore Bonds
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Offshore Bonds
We also offer a Portfolio Management Service. This allows you to consolidate most or all of your investments onto the GLS Transact Portfolio. The advantages of the Portfolio are:
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Both you and GLS can securely access portfolio valuations instantly.
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Access to preferential terms on most new investments, e.g. reduced initial and annual management charges.
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No restriction on the choice of funds available.
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Reduced administration costs.
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Efficient placement of investment sale, switch and purchase instructions via secure electronic system.
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Ability to hold cash within the Portfolio and earn a variable rate of interest.