Clients have online access to their investments 24 hours a day, 7 days a week, 52 weeks a year.

Clients can see how much they hold in, for example, ISAs or pensions or offshore.  They can see how well their funds have performed for them.  They can check if they have taken their ISA during the current tax year.  They can see how much they have paid to pension each year, and so on.  There is a load of data on here should clients want to check for themselves.

Clients also know that we shall review the important issues annually when we meet or they can either just call us on 0845 862 2919 or email us for the information.

Clients: Click here to go to the administrator of your financial assets and click to Log In.  (NB. You will need your 9 digit number(s) and your 4 digit pin code(s).)

Prospective clients: Click here to go to the administrator that we use for clients' financial assets and click Live Demonstration to see what 24/7 online can look like.  This system greatly simplifies your paperwork.  We can look after you better too, compared to having ISAs, pensions, other financial assets in a myriad of institutions.  However, investing is not administration.  We will have access to and use, literally, the universe of investment funds to give you the best possible investment experience.