What is our Wealth Management platform?
It is a simple and reliable way to have your pension and investments collated and updated securely in one place –regardless of where you hold investments, helping to demystify wealth management and put you in control.
Wealth Platform FEATURES
How YOU Benefit
Our Happy Clients
“Very pleased with the service provided. Highly professional and standard of information provided was very comprehensive. I was kept informed at all stages of the process.”Stephen McCoy
More Information On Our Wealth Management platform?
It enables us to focus on planning and looking after your financial needs. It will show you the complete picture of all your investments, everything – helping you focus on the most important thing – getting your future right.
You also benefit from:
- A range of Tax Wrappers (e.g. ISAs Pensions, Offshore Bond etc)
- Access to risk categorised Model Portfolios
- Regular reviews / Ongoing Wealth Valuation Statements
- Rebalancing & access to investment discounts
- Secure, online access to your portfolio at anytime!
If suitable, we can discuss the cost of this service and what assets are suitable for the platform, based on your own unique circumstances
Request A Demonstration / Find Out More
If you have any questions or would like to see our wealth platform demonstration please fill out the short form below:
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