As well as helping you with decisions about what to do with your money, we aim to make the whole process as easy for you as we can.
Your individual needs
First, we carefully assess your situation and what you want to achieve. We consider all the available options, and we present you with our recommendations. When you're sure you're happy with the plan, we put it into action. We then review everything once or twice a year, whichever you prefer, and make changes if necessary.
Less paperwork
We aim to relieve you of as much of the paperwork as we can. We prepare everything for you to sign, we submit it on your behalf, we keep all your records safe and we keep you updated as we go along.
Keeping watch on your money
As well as keeping you updated with a six-monthly or annual review, you can check the value of your investments at any time on our website, via the Customer Login at the top of the page where you'll find a full current valuation updated daily.

Read our advice recently published in the national press