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Transfer a GIA.

Transferring an GIA with us is quick, simple and can be completed by phone or online.

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How to open an account.

Continue by phone.

Our dedicated support team are available from 7am to 8pm Weekdays.

Call us on 0191 625 0350.

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It should only take around 10 minutes to complete.

You will need the following information:

  • National Insurance Number
  • Name of current provider
  • Policy/account number
  • Estimated value of investment

With investing your capital is at risk. Investments can fluctuate in value and you could get back less than you invest.

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Brought to you by True Potential Wealth Management.

True Potential Wealth Management offers restricted financial advice. Our service is specifically designed for clients wishing to access their financial affairs online.

With investing your capital is at risk. Investments can fluctuate in value and you could get back less than you invest.

True Potential Wealth Management LLP is authorised and regulated by the Financial Conduct Authority, FRN 529810. www.fca.org.uk

Registered in England and Wales as a Limited Liability Partnership No. OC356611.

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