About Investor Profile
Our Mission
Simply to help people help themselves.
We want you to enjoy better access and information about your existing investments and be able to view this for all of your plans (ISAs, pensions, endowments, funds, shares, insurance etc) all in one place, online.
Our focus is on making your online experience easier and better.
We want to make monitoring your entire portfolio of assets (people often have more than they think) easier and more enjoyable than it is now.
We want to make investing online with Investor Profile fast and simple.
Our Business
We aim to keep our costs low and run an efficient business.
We don't do expensive lunches or Christmas parties in the Seychelles.
We enjoy what we do and we focus on delivering clients a first class experience.
We will always make maximum use of the latest technology to improve the service we can provide.
We are affiliated to both the Institute of Financial Planning and the Personal Finance Society as part of our commitment to excellence.
Our Clients
We want to serve those people that are confident in managing their own investments and do not require the proactive services of a financial adviser.
People that are not looking for advice and want a slick and quick investment facility as well as an administration service that helps them keep on top of their investments will love what we do.
