You can get in touch with us by sending an email to our designated WealthTek inbox at wealthtek@ghcl.co.uk with the following details:
- Name
- Telephone number
- Address
- Letter reference (found on your letter)
- Type of account and service you had previously
- Type of account and service you are looking for with us
We will then verify your details before responding with the documentation we require to get you set up on our systems and start the process of transferring your WealthTek accounts to us.
Alternatively, you can contact us via telephone on 0345 6071914 with your details to hand.
In line with regulation and in order to service you in the best way possible as you come over to us from Wealthtek, it’s important that we ensure that your financial situation is best suited to you and your circumstances, objectives, and requirements.
In addition, the protection of your assets and your personal welfare is of great importance to us. We want to act in your best interest, and this allows us to do that, as well as getting you up and running on our systems in the quickest way possible.
We have a dedicated team that are here to help.
Our internal Onboarding Process is both robust and efficient.
- We will first check that we have received all the documentation we require from you, if anything is missing we will be sure to get in touch to let you know so that we can continue with your application. All we require is a completed Application Form, proof of ID (passport, driving license) proof of address (utility bill) and a copy bank statement to support the details in the application pack.
- Next, we will run your data through the latest software to verify your identity as we want your account to be as secure as possible.
- Where required the results of your risk questionnaire and FactFind will be reviewed, and we will assess whether the service you have chosen is best suited to you. This will also highlight any additional requirements you may need or any gaps in your current portfolio. Here, you will be assigned your investment manager (if applicable).
- Your details will then be added to our system and your account will be created and set up, ready to receive your assets from WealthTek. WealthTek/BDO will be notified that your assets are to come to us.
- Once received, any changes to your portfolio will be made in a timely manner (Discretionary, Advisory) or your account will be ready to deal (Execution-Only) and you will be notified accordingly.
Whilst no guarantee can be given regarding how quickly a clients account may be established, we will always use our best endeavours to open accounts as soon as possible once all the required paperwork has been received and processed. Ordinarily we would look to turn new accounts around within five days if there is a large number of clients applying at any given time.
Once your account has been activated you will be notified by [email/letter/other?] and provided with login details for the online client portal.
GHC clients have access to our designated online portal found at https://portal.ghcl.co.uk/login. This is a personalised system that can be accessed through our website using your log in details that provides you with instant access to the value of your investments, your documents and any tax vouchers that you may require.
Further details on how to access the online portal will be provided within your welcome pack.
Clients may of course decide not to use the online portal and to receive correspondence in hard copy by post. This will be arranged but we would ask that clients confirm their wishes in the first instance.
If you have any questions, please contact us via email at wealthtek@ghcl.co.uk or by phone on 0345 6071914