Ask Yourself
- How often should my adviser be reviewing my pension / savings / insurances
- Why does it seem so complicated to manage my finances.
- How much of this stack of documents do I need to keep
- Can’t my finances be simplified and streamlined
- What is it going to take to do something about it.
- What should I be paying for advice
Your personal client site gives you an unrivalled insight into your personal finances, your financial goals and how your investments are performing.
Within your client site you can:
- View Your Portfolio Details
- View the policies and plans we hold for you
- Get a valuation of your portfolio
- Analyse each plan for performance, asset allocation and attitude to risk
- Track your Performance
- Manage your Finances
- Manage your Documents
- Top Up you Investments or Pension
You can access your client site online at any time. The design means your site works on any size screen you like to use, from your home computer to a Smart TV.
You can also get the benefits of your client site via our native apps for tablets and smartphones
- Bringing modern thinking to Investments
- Making it possible to add as little as £1 at a time to your investments
- Set Financial Goals and regularly review your investments against those goals and top up easily and quickly to close any gap.
- Reaching your goals has never been easier.
- Track your progress 24/7 on line through your Personal Client Site or via your app.
- You can use impulseSave® to top up your existing Stocks & Shares ISA, True Potential Pension and General Investment Account, with as little as £1, wherever and whenever you want.
- Secure document storage stored orderly for each transaction
- Upload your own documents to your Personal Client Site
- Keep your paperwork at bay and know where your documents are stored
- 24/7 Access to all documents
- No more lost paperwork