Goal Name

Not Set

Goal

£0.00

Initial

£0.00

Monthly

£0.00

Time

10

Affordability

-

Experience

-

Questionnaire

-

Transfer your General Investment Account to a Fully-Managed Investment Portfolio

To help us act in your best interests, we need to ask you a few simple questions about your finances and personal circumstances. On this page, we’ll ask you to provide some basic details about the General Investment Account you want to transfer.

Please note, we're not assessing the suitability of your account selection or transfer.

Our service may be suitable if you're looking to grow your money. It's not suitable if you want to preserve wealth or take an immediate income.

My GIA Goal

GIA to transfer

Provider
Estimated value
£

How much can you invest each month? ?

£

How long do you want to invest for? ?

years

Save for later

Enter your email address below and we’ll save your progress:

Email address

If you'd like any help with this assessment, please call us on 0800 046 8007.

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Live chat

We're online 8am - 8pm weekdays.

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Customer support

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Welcome to True Potential Investor.

If you would like to use live chat or video with a member of our team, please fill in your details below and we’ll be delighted to help you straight away. If you’d rather use the phone, please give us a call on 0800 046 8007.

Thank you, we’re connecting you now.

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Please note, we won’t give any financial advice during our chat.

If you have any issues, call us on 0800 046 8007.

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