What we do for you
- Save you up to 5.5% in initial charges on unit trusts, ISAs and many other types of investments
- Send you regular six-monthly fund monitoring and consolidated valuation reports, free of charge
- Allow you to set up a free online account so that you can view your investments in one consolidated view online, including their values, updated on a daily basis and their comparative performances over different time periods. You can also view and edit personal information securely, once logged into your account
- Give you access to free information online including general performance statistics and fund fact sheets helping you to make better informed decisions when considering your investment options
- Provide experienced administrative help and support as and when you need it
Why not take a look at what some of our existing customers say about our services.