How can it help?
The Wealth Management System allows your adviser to invest your money across all of the different asset classes using the top performing funds in all sectors of the market. You will benefit from being able to switch easily and cost effectively between funds and fund managers, all with limited and straightforward paperwork and administration, all at no additional cost.
The service is designed to meet individual needs wherever you are in the financial planning cycle, whether your objectives are to create wealth, preserve wealth or to transfer wealth. Over 2200 investment funds are available with some of the most popular fund managers in the market.
We have readymade and risk rated portfolios instantly accessible, enabling your adviser to invest your money with the degree of risk you are happy to take.
Our flexible investment and pension contracts have no initial charges or exit penalties, and we can arrange your own client view giving you access to all your investment valuations in one place.
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