Getting a clear, concise view of your investment portfolio can be difficult and time-consuming. That’s why we use a secure, online system known as a platform.
A platform gives you secure, online access to your investment funds with a transparent, easy -to-understand charging structure. So rather than holding your ISAs, pensions and other investments in different places, you can view everything at a single glance.
Think of it as an online bank account for your investments which we can administer on your behalf.
A Clear Picture
As well as cutting down on paperwork, using a platform can speed up transactions and give you the flexibility to take advantage of annual tax allowances. And because your assets are held on one online source, you (and we) can access consolidated reports at the touch of a button.
Whether you need a stocks and shares ISA for tax efficient savings, a simple way of investing your money, or a pension to help fund your retirement, we can offer it all in one place with a single solution, giving you secure online access to keep an eye on your investments 24/7.
With us by your side, we’ll help make your money work harder for you, giving you peace of mind, a sense of direction and control over your future.
The Benefits of a Platform
Choice – A platform provides easy access to a wide range of investment funds, allowing us to tailor your portfolio to better reflect your current circumstances, financial position and attitude to risk.
Flexibility – As well as allowing you to view your investments in one place, the flexibility of the platform means you can record other assets such as the value of your property or any antiques you may have.
Ease of use – The platform is uncomplicated and user friendly. It takes the effort out of managing your finances (and completing your tax return) because you can access consolidated reports at the touch of a button.
Transparent charging – The platform helps you clearly see the costs involved with any investment decision you make.
Control – The platform gives greater control when it comes to making key investment decisions.
Please get in touch to find out more.