Wealth Management Service
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It is well known that a diverse investment portfolio is the best way to reduce financial risk. The problem is that spreading your investments across a number of companies tends to generate mountains of paperwork and increases the hassle of getting up to date valuations. The Wealth Management Service is a simple, reliable way of keeping track of all your investments.
This is a web-based service that enables us to manage your entire portfolio from one web page, regardless of where your investments are held, which means we can take a holistic approach to your financial planning. It can help to make your money work harder, look after you through all life's changes, make your financial life easier and take the trouble out of managing your investments.
Our Wealth Management Service Can Help You
• Maximise tax efficiency by utilising an impressive range of tax wrappers providing the ability to choose how to spread your investments in a tax efficient manner.
• Secure a better deal as excellent discounts are available on administration charges for many investment funds. It also has an overall charging structure that encourages flexibility in your investment strategy and rewards you as your money grows, including additional rebates for family groups.
• Achieve your investment potential with access to over 1,700 funds from a wide variety of fund managers to create the asset allocation, investment selection and risk management strategies, plus a range of Discretionary Fund Managers.
• All in one service providing access to a choice of tax wrappers including Stocks and Share ISA, Cash ISA, Onshore and Offshore Bonds, Self Invested Pension Plan, Personal Portfolio of Unit Trusts/OEICS. The service also offers Cash account facilities and ‘Execution Only’ Share Dealing Service
• Simplify your administration with a reduction in paperwork with one wrap ‘counterparty’, rather than from numerous product providers. Income can also be consolidated from one source, eg. one monthly payment from all your investments.
• Make changes quickly and efficiently as everything is held together in one web-based service, any changes you need to make can be handled quickly and efficiently.
• Working together for your benefit as the service simplifies and speeds up the reporting and management of your portfolio we will spend less time on paperwork and more time working with you for your benefit, allowing us to work together more closely.
• A genuine service you will value. The consolidated view of your portfolio allows us to make recommendations as part of the bigger picture.
If you are already a client of ours you can log in here to view your portfolio online, with the username and password provided to you.
If you are interested in this service please contact us for more information.