Do you understand your investments, do you know how the funds you are investing in are performing and whether their volatility is in line with what you expect?
Do you have instant access to the information you need about your assets and are you sure that you are not paying unnecessary investment administration and advice costs?
If the answer to any of these questions is “No” then perhaps you should consider whether WealthPro will offer you a better service at less cost.
WealthPro is an innovative online valuation and reporting service. It allows investors to quickly and easily see the current value of all of their assets, along with more detailed information and analysis. It is easy to use and provides information in as much or as little detail as you want.
Through WealthPro you can check how your pensions, ISAs and investments are performing and if you are invested with a partner, it will show you how your combined assets are performing, and also, each individual’s assets.
This user friendly system will give you 24/7 access to valuations, fund research and expert commentary; while enjoying lower annual management and advice costs.
Click on the screenshots below to view examples of the WealthPro system
Let us check your portfolio free of charge. Email us to find out how to provide us details of your current portfolio securely or call us on the number below.
Our switchboard 0141 332 8088 is being diverted and answered remotely in normal office hours, while the majority of our team continues to work from home.
Please email us on firstname.lastname@example.org with general information on yourself and your portfolio.