Services
Our sole focus is to make your life easy. Whether you are happy managing your own investments, or you would like to have your investments professionally managed, we can help. We can help you achieve this in a way that is low cost and keeps you in control.
You can experience this because we build every service outlined below with you in mind, and it's easy to get started.
Whether it's investing new money, managing your existing investments and pensions, or just requiring access to a qualified financial planner whenever you need it, we can help.
We've listed our key services below. Please feel free to browse these for more information.
Free Investment Review
If you have over £50,000 of investments and pensions that you wish to move to Investor Profile then we would love to offer you a free portfolio review. Benefit from risk profiling, your own custom built portfolio and quarterly rebalancing reviews. Let your portfolio be professioanlly managed. Find out more...
Financial Surgery Sessions
Built with you in mind. Why pay excessive commissions or fees when all you need is some financial advice? Pay as you go financial advice in a surgery style format. Easy, unbiased financial advice that keeps your costs to an absolute minimum. Find out more...
Buy Funds Online
Buy funds outside of your ISA, and view these together with your online account access. Get started today, quickly and easily. Find out more...
Start an ISA Online
Start an ISA online today, in minutes, and take advantage of your tax free ISA allowance. Mix and match fund managers, easy application, invest with your debit card, then manage your funds with your online account. Find out more...
Access Transact - The Wealth Management Portfolio
Transact is an exclusive wealth management platform, that is only accessible via a financial adviser. With a Transact account you'll be able to invest in Unit Trusts, Investment Trusts, ETFs, Shares, Gilts, and fixed interest cash deposits. Perhaps most importantly we can manage your investments for you with your own custom built model portfolio. Find out more...
