Still under Development

A discounted online service offering transparent, low cost and expertly managed investment solutions. A stocks and shares ISA account and a Unit trust account are currently available.

Step 1.

Identify your personal risk profile using our unique profiling tool.

Step 2.

Match the fund portfolio to your personalrisk profile.

Step 3.

Open your account online.

Once your account is open you will have round the clock access to view the performance of your investments, withdraw funds or add funds in the future. Of course, fund values will fall as well as rise and so should a term of at least five should be considered for any stock market linked investment.

We are currently making improvements to the system so currently only the Risk Profiler is available.

An option to seek advice is always available should you prefer.

Launch the Investment Risk Profiler

Independent Financial Advisers Chartered Financial Planners