So, if you need help investing to make your money work for you, they’ll help you make better sense of it all – so you can enjoy life. We offer you a no-obligation initial consultation. Booking a time and date that’s convenient for you takes just 30 seconds.
Making your money work
It can be challenging to handle investments on your own, but our advisers will provide you with the advice and confidence you need. No matter what your investment goals are, we provide a range of services to meet your needs and approach to investing.
Why choose us
- Rated as excellent 4.98/5 on reviews.co.uk
- 100% of reviewers recommend GHL Direct.
Three simple steps to investing
01.
Schedule your call
You can schedule a no obligation meeting with a professional investment adviser in less than 30 seconds
02.
We'll call you back
You will learn how to maximize the value of your well-earned money by implementing a good investment plan
03.
And guide you through
We will guide you every step of the way with a friendly, knowledgeable investment adviser.
Appointments available from 8am – 8pm
However you choose
Face-to-face, over the phone or via video chat
Over 1200 verified reviewers rate us at 4.98/5
How we help you invest
Once we understand your goals, we will design an investment plan and suggest a portfolio suitable for your entire wealth plan.
In addition to keeping you informed about the performance of your assets, regular communication is essential to making sure that your investments reflect any changes in your situation. Please let us know if your financial situation, risk tolerance or income preferences change so we can adjust our strategy and investments accordingly.
– Your initial consultation is risk free and at our expense
– Financial advice at a time and place suitable for you
– Financial Conduct Authority (FCA)-authorized investment advisers
It's important to establish a plan for investing that reflects your investment goals, risk tolerance, and the amount you are willing to risk. Establishing your attitude to risk is essential. You are uniquely able to determine how you feel about putting money at risk and how you can accommodate any loss in value.
A potential investment can seem too risky to one individual and exciting to another. How you view risk will also depend on whether you are investing for the short, medium, or long term.
In order to achieve your objectives, you may be willing to accept more risk in exchange for higher potential returns, but the closer you get to your goal, the less risk you will want to take, so you’ll need to adjust your investment approach accordingly.
of reviewers recommend GHL Direct
Achieving your financial goals
With GHL Direct, you can be assured of dealing with experienced professionals who are committed to providing you with first-class service. Regardless of your age or stage of life, planning for the future is essential.
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Who are GHL Direct
We are part of The Openwork Partnership
The Openwork Partnership is one of UK’s largest and longest established financial advice and investment companies. Through many changes and challenges we have been a constant presence for over 45 years. We have served over two generations of clients and together seen a lot of change. Every firm is individual and distinct, yet we share values and standards with each other – for the benefit of our clients
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What we do
Investing and financial planning are at the core of our service. Identifying your goals and objectives allows us to tailor a strategy that suits you. We focus on aligning your financial goals with your life aspirations through a series of stages in our financial planning process.
Our detailed review of your current position and arrangements will result in specific recommendations and an explanation of the risks and benefits of our recommendations. Our team will help you complete the appropriate paperwork and put your financial plan in place if you are satisfied. Your financial plan should evolve with your life as your aspirations change, and we will be on hand to review it regularly.
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Supporting our clients
We understand that from time to time our clients may find themselves dealing with circumstances which could mean they are potentially vulnerable. For example, coping with a medical change or caring for a family member. There are many types of vulnerability, and one person’s vulnerability might not affect another’s. Our need for financial advice changes when we are vulnerable. However, admitting vulnerability or seeking help can be challenging.
Ask your adviser for a copy of our support guide if you would like to discuss this. The purpose of this guide is to explain vulnerabilities and how we can cope with them and support you. If you feel any of the circumstances in the brochure apply to you, please talk to us.
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Investing steps 1 - 3
Step 1 – Your goals
We establish your life goals, personal circumstances, aspirations and concerns.Step 2 – Your information
We collect all relevant personal and financial data and establish your perceived risks.Step 3 – Analysis
We assess your current position and how you have arrived there, with the intention of making a recommendation on the type of products that will best suit your needs. -
Investing steps 4 - 6
Step 4 – Design your strategy
Having completed the preparatory work, we will prepare a personal report and recommendations, then set out different strategies which can be used to get you where you want to be.Step 5 – Implementation
We agree on the plan to implement the strategy to help you achieve your objectives over a given period of time.Step 6 – Regular reviews
If you choose, we’ll meet on an ongoing basis to assess your strategy and implement the next steps in your plan. -
Investment advice fees
We will introduce ourselves and provide information about our business, how we would like to work with you, the intermediary services we can provide and the costs of those services. A key part of the financial advice process is deciding what services you would like and to agree how you would like to pay for them.
At this stage of the process, we will agree with you your priorities and the appropriate fees prior to commencing any work. We cannot charge you a fee for work completed without your prior agreement.
Please ensure you are clear about the services you want and how you will pay for them before we proceed with any work that may incur a charge. We will not exceed a specified budget limit without first consulting with you and receiving your written commitment to proceed further.
For a full breakdown on any fees charged please download our free guide on this page.