It is easier to keep track of your investments with The Investment Platform. There is a seemingly never ending array of financial products and strategies, which can appear confusing at times. This is also complicated by the fact that financial needs and aspirations change over time. The Investment Platform is flexible enough to meet these changes and allows for a clear and concise overview of your investments, ensuring that you are always on track to meet your financial goals.
The Investment Platform aims to make it simpler for you to buy investments. We provide the technology, tools and services to help manage investments in one place – efficiently, securely and online. Once bought, investments can be held on our platform in a range of tax-efficient ways, such as in a Bond, trust or a pension.
We don’t offer advice, we can simply focus on providing an efficient and transparent investment platform but also offering Discretionary Fund Management services if required.
Trusts can play an essential part of an investor’s financial planning and we are pleased to be able to offer a range of both ‘off the shelf’ and bespoke trusts provided by a leading trust group.
Investors have access to over 2,000 funds from a worldwide universe. Choose from a vast range of funds & products
The investment Platform enables you to place different investments, such as Investment Funds or Structured Products from a wide variety of fund managers or banks onto one consolidated platform. The investment Platform simplifies your investment portfolio, making it easier and less time consuming to manage your investments.
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+230 468 1805