The Managed Investment Account, also known as the GIA (General Investment Account) is a great option once you have used up your ISA allowance for the year. There are no annual limits on how much you can contribute unlike its ISA counterpart.

The Investment account can hold any investment found on any recognized stock exchange, helping you diversify your holdings. Examples include:

  • Shares
  • Bonds
  • ETF’s
  • Investment Trusts

CFM will create and manage a portfolio designed to meet your key objectives. The main objectives tend to focus upon long term growth and to produce income.

This type of account is also suitable for those who have inherited investments or those who wish to manage their own. CFM can advise and guide you into getting the most out of your Investment Account.

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