unlimited investing with a
general investment account
quick to set-up, a GIA can help you
achieve your long-term goals
A General Investment Account (or GIA) is a simple way to hold investments outside of tax wrappers, such as pensions or ISAs. They do not offer the same tax benefits, but have few limitations
Unlike ISA’s and SIPPs, there is no limit on how much you can invest in a GIA and you’ll benefit from being able to withdraw money as and when you want. This type of account will appeal to savers looking for greater flexibility, alongside those who have used up their annual ISA allowance, or simply don’t want to lock their money away in a pension until the age of 55.
The fully-managed GIA we arrange for our clients can be held individually, jointly, in trust or as a corporate. To identify your suitability for this type of savings account, we’ll introduce you to someone on our panel of Independent Financial Advisers who will take the time to fully understand your goals and aspirations in order to recommend an investment portfolio that is suitable for you*. But it doesn’t stop there, your portfolio will constantly be monitored and rebalanced by a professional discretionary fund manager, so that you don’t have to – meaning you can sit back and let someone else do the work. Simple.
Discover if you’re suitable for a fully-managed GIA by signing-up for your FREE financial review today. Fill out our quick sign-up form opposite, or contact us using the details below.
get started today
Discover your GIA suitability today by signing up for our FREE independent financial assessment. Simply fill out our online form below and one of our team will be in touch shortly.
you’ll benefit from…
*Tax rules may change or may not be applicable to you. Please consult your Financial Adviser to find out how the tax rules will apply to you.
Your capital is at risk. The value of your portfolio can go down as well as up and you may get back less than you originally invested. A Mercantile Circle GIA may not be right for everyone and tax rules may change in the future. If you are unsure if a GIA is the right choice for you, please seek independent financial advice.
Disclaimer: The investment projections we show are never a guaranteed predictor of future performance – they are there to give you context and help you make decisions about the kind of portfolio which may best suit your individual investment goals. You should not base your investment decision on past performance. With investment, your capital is at risk. The value of your portfolio can go down as well as up and you may get back less than you invest. If you are unsure if any of our products are the right choice for you, please seek independent financial advice.
Mercantile International Limited is an Appointed Representative of Agincourt Financial Limited who is Regulated in the United Kingdom by the Financial Conduct Authority with Firm Reference No.:197236. Company Registration No.: 09929738 in England & Wales | Mercantile Circle is a trading style of Mercantile International Limited.