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 a sense of direction and control over your future.
The benefits of a Platform:
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.
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.
The Platform helps you clearly see the costs involved with any investment decision you make.
The Platform gives greater control when it comes to making key investment decisions.
Your Platform access may depend on the ongoing servicing level you have agreed with us.
Past performance is not a guide to future performance. The value of an investment and any income
from it can fall as well as rise as a result of market and currency fluctuations. You may not get back the amount you originally invested.
HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen.