Blending Hi Tech with Hi Touch, we manage all your wealth securely in one place to give you more powerful data analytics control & visibility. Clients can access their portfolio online via our online portal, on a pc, or most tablets and smartphones.
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.
Cutting edge technologies that can hold a wide ranges of your holdings & investments in one place.
Up to the minute valuations on all your investments which are instant and accurate
A clear and transparent charging structure which is both competitive and easy to understand.
How YOU Benefit
Visability & transparency with web-based management systems giving you online access to your entire portfolio.
Save more time by being able to view your entire valuation history at the touch of a button.!
A cost effective platform, in the current post RDR financial services market, tailored to suit your individual needs.
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.”
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)