Clients have online access to their investments 24 hours a day, 7 days a week, 52 weeks a year.
We make all changes to portfolios, once agreed with clients. You are not bogged down with financial paperwork.
We meet with you, at least annually, to review the important issues, to ensure you remain on track to meet your objectives.
We have access to the universe of investment funds to give you the best possible investment experience.
We hold no client funds. We sub-contract administration of funds to third-party institutions. We instruct them, on your behalf, to where to invest.
Many folk have ISAs, pensions, bonds etc in a myriad of institutions. If you do, our administration can greatly simplify your arrangements and hassle. You will still have all the tax efficient arrangements, such as the ISAs and pensions. They will just be made much easier for you.