Clients will always have access to their adviser or qualified administrative staff. Clients will have online access to our data management system via a secure portal. This allows clients to send secure messages to the team, view valuations of their investments and update changes in their circumstances. They will be able to view their pensions and investments online on the investment platforms that we use in a secure and confidential manner.
So whether you have ISA’s, unit trusts or pensions managed by us you will be able to get real time valuations anytime of the day or night.