We advise a range of individuals, pension funds, trusts and businesses on their investment needs.

We take the responsibility of advising on a client's savings very seriously and take care to ensure that the recommended investment portfolio is as well designed as possible.

The investment process involves the following steps:

Risk Profiling

We conduct a detailed risk assessment through the use of our Investment Risk Profiling Questionnaire as well as verbally during our meetings. This allows us to know exactly what you are looking for and to tailor our recommendations accordingly.

Asset Allocation

We utilise a wide range of asset classes both traditional and alternative to develop a truly diverse portfolio. Based on the information gathered during the risk profiling process, we can recommend a range of investments from the most appropriate investment managers.

Taxation Considerations

The tax implications of the various investments needs to be considered as part of the investment process. Some investments such as ISAs, Venture Capital Trusts and others are fairly tax-efficient while other forms of investment may be subject to either Income Tax or Capital Gains Tax. We will ensure that your money is invested in an as tax-efficient manner as possible.

Investment Report

Before making any decision you will be presented with our recommendations by way of a written Investment Report. This will contain detailed information on the proposed investments and will allow you to consider the merits of the recommendations without pressure.

Ongoing Reviews

Monitoring the progress of your investment portfolio and reacting to changes in market conditions is an essential part of the service we provide. The rebalancing of your portfolio can help control the risk to the agreed level and ensure the appropriate spread of assets is maintained.

Value For Money

We offer a choice of paying for our professional advice either through receiving commission or by agreeing a set fee. Our fees are lower than most city centre firms and are clearly stated from the outset.

We offer tailored advice specific to each client. Contact Us NOW to discuss your requirements without obligation by emailing enq@glfa.co.uk or by phoning (0161) 798 9899.

Past performance is not necessarily a guide to future returns and units can fall as well as rise.