Services
As a client of Investor Profile we will set you up with access to the same technology that professional wealth managers are using to help you manage your own portfolio quickly and efficiently, online.
People often have more investments than they think once they have added up their ISAs, pensions, endowments, funds and shares.
That’s why we’ve dedicated our service to helping you get the most out of all your investments over the full term of your investing experience.
You will need an efficient way of maintaining proper control over your investments and will want to be able to react to circumstances as and when you want to.
We can help you do this using our unique three portfolio approach.
Easy Viewer Portfolio
This Portfolio is designed to help you access the latest information about all your investments. Click here for more information about why you would move your investments to our service.
Instant Funds Portfolio
This portfolio is designed to hold your Stocks and Shares ISA and other funds where you can buy, sell or switch your investments quickly and easily, online, in minutes, any time. We accept new investments or transfers of existing plans. Click here for more information about why you would open an account today.
Free Range Portfolio
This portfolio provides access to an otherwise exclusive range of investments and accounts that will satisfy all your investing needs. We accept new investments and transfers of existing ISA, SIPP and Personal Pension Plans, as well as the transfer of your other general investments e.g. funds and shares. Click here for more information about why you would want to open an account.
