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Welcome to the Söderberg Self-Service Centre!

Söderberg & Partners Wealth Management
FAQ
General Investment Account

General Investment Account

Can you convert a joint GIA account to a single GIA account?
What are the parameters for setting up a joint GIA account?
What is a lead client on a joint GIA?
How do I instruct a GIA to ISA (Bed and ISA) or GIA to SIPP? And how long does this take to complete?

Söderberg & Partners Wealth Management Ltd

One Temple Quay
Temple Back East
Redcliffe
Bristol Bs16dz

Company information

FCA number: 995131
Companies House number: 14035487

Söderberg & Partners Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority under registration number 995131. You can verify these details in the Financial Services Register.

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