Financial Adviser

GPS Services for Financial Advisers

GPS can help you manage your clients’ investments. Our aim is to enhance your investment proposition and the services offered to your clients.

GPS Wealth Discretionary Model Portfolios

  • Tailored investment mandate and model portfolio range to fit your client profiling system and investment objectives. Whether this is income, accumulation or ethical portfolios.

 

  • We provide regular portfolio assessment to review performance, key changes and risks.

 

  • Our in house research team can also provide regular and or ad hoc fund research.

 

  • Our in house research team can also provide regular and or ad hoc fund research.

 

  • We use a unique portfolio construction method in order to control the volatility and exposure within the financial markets.

 

  • Our model portfolios are cost effective and generally have a longer time horizon. Whilst also considering the complexity of short term risks within the markets.

 

  • Bespoke portfolios can also be arranged for more complex cases.

 

  • Partnered with industry-leading platforms we ensure safe custody of your assets.

 

  • Advisor login and online valuations through our own in house platform.

 

  • Negotiable fees.


GPS Services for Financial Advisers

GPS can help you manage your clients’ investments. Our aim is to enhance your investment proposition and the services offered to your clients.

GPS Wealth Discretionary Model Portfolios

  • Tailored investment mandate and model portfolio range to fit your client profiling system and investment objectives. Whether this is income, accumulation or ethical portfolios.
  • We provide regular portfolio assessment to review performance, key changes and risks.
  • Our in house research team can also provide regular and or ad hoc fund research.
  • Our in house research team can also provide regular and or ad hoc fund research.
  • We use a unique portfolio construction method in order to control the volatility and exposure within the financial markets.
  • Our model portfolios are cost effective and generally have a longer time horizon. Whilst also considering the complexity of short term risks within the markets.
  • Bespoke portfolios can also be arranged for more complex cases.
  • Partnered with industry-leading platforms we ensure safe custody of your assets.
  • Advisor login and online valuations through our own in house platform.
  • Negotiable fees.


Our Partners

Industry-leading platforms and Partners.





Disclaimer

The information contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK. The information contained within the websites does not constitute investment advice or a personal recommendation for any product and you should not make any investment decisions on the basis of it. The value of investments and the income from them can fluctuate and it is possible that investors may not get back the amount they invested.

Global Preservation Strategies Limited is registered in England and Wales No 07354963 and authorised and regulated by the Financial Conduct Authority (No. 568328). GPS Wealth is a trading name of Global Preservation Strategies Limited.