Modern Times call for a Modern Approach

We believe that two of the main problems people have with the way investments usually works are a lack of modern solutions and a lack of agility in financial services. Our client sites solve both of these issues. By helping you understand your goals, aspirations and attitude to risk, you become more confident and empowered to take control of your finances.

Once we have a clear understanding of your goals to invest and save, you can organise, track and top-up as little as £1 to your investments conveniently online. This gives you the transparency to see exactly how your investments are progressing against your goals and get in touch with your financial adviser in an instant.

Misplaced documents or lost track on where your investments are? This is very common. Our client site allows you to save your documents securely, so you never lose track of important documents.

Depending on whether or not you want a one stop shop, through your own personal client site, you can analyse and track all of your accounts with us, along with any legacy assets you hold elsewhere including your bank accounts, all in one convenient location.

It’s all part of our vision to use technology to go beyond wealth management and deliver a client first experience. We believe in empowering you to take control of your finances and your financial adviser is always available to help you if you need it.