This is a secure, online system that can hold all your investments and provide online,
up to date valuations and information. The platform has its own generic tax wrappers
(ISAs, Pensions and Investments) and can hold any approvable asset, from Equities
(shares) to ETFs, bonds and cash. The platform has one low simple charge, strips
out all retail costs and provides 'wholesale' investment pricing.
In order to register for the platform, or if you have any problems accessing your
account, please contact us on
or telephone 01873 856716.
The first phase of the rollout of your new platform has started. If your clients are not in the first phase, please do not attempt to access the new platform and continue to login as usual below.
If you are an adviser with clients moving in
the first phase: