drawing representing a client
I have limited time
I am tech savvy
I need my money to work hard for me
I want a low cost, light touch investment portfolio
I don't need face to face advice right now
I am financially literate
I need to maximise my tax-breaks
  • I have limited time
    Our process will normally take about ten minutes to complete.
  • I’m tech savvy
    You’re comfortable using online tools and systems
  • I need my money to work hard for me
    You’re busy working hard earning money and need to get the best returns you can.
  • I want a low cost, light touch investment portfolio
    Keeping cost low and having a diversified portfolio that is automatically re-balanced is required.
  • I don’t need face to face advice right now
    You can speak to us about moving over to our full Wealth Management service at any time.
  • I’m financially literate
    You have a working knowledge of ISA’s and investments generally.
  • I need to maximise my tax-breaks
    You recognise that using all your tax allowance each year is important.