Wealth Management enquiries will be referred to a suitably qualified financial advisor within the Quilter group.
The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.
For very many years, investment companies have dominated the investment universe and were seen as the ‘gatekeepers' of their client's investments. One also had to go directly to each company to buy a ‘product' or investment resulting in even a simple investment portfolio consisting of very many separate accounts, investments and polices. Trying to manage so many disparate investments with statements coming at different times of the year, with different charging structures and different terms and conditions was and still is, extremely complicated.
There has however been significant change and it is now possible for Wealth Managers to access the majority of investment types, funds and shares via a single investment platform.
Technology has also evolved and drastically cut the cost of accessing such investments. Furthermore we allow those of our clients that wish it, access to their investments via our Wealth Management Platform from a computer anywhere in the world 24 hours a day, 365 days a year, firmly putting our clients in control of their own investments.
So whether you have individual shares, ISAs, Pensions, Unit Trusts/OEICs, Investment Bonds or even cash, they can all be held via one central Investment Platform and accessed via this website.