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If there's a downside to wealth it's the time it takes to keep on top of your assets, and keep them working hard for you. Managing your money can seem daunting at the best of times; having investments and pensions with different providers producing statements at different times of the year can all be very confusing.

What can you do?

There is a better and more simple way though. Using the latest technology we are able to bring to you a truly consolidated approach to your investments and retirement planning, with management and reporting on your whole investment portfolio within one service.

This means we are able to maximise tax saving and investment potential across your whole portfolio ensuring a consistent approach to all your investment planning requirements.

How can it help?

The Wealth Management System allows your adviser to invest your money across all of the different asset classes using the top performing funds in all sectors of the market. You will benefit from being able to switch easily and cost effectively between funds and fund managers, all with limited and straightforward paperwork and administration, all at no additional cost.

The service is designed to meet individual needs wherever you are in the financial planning cycle, whether your objectives are to create wealth, preserve wealth or to transfer wealth. Over 2200 investment funds are available with some of the most popular fund managers in the market.

We have readymade and risk rated portfolios instantly accessible, enabling your adviser to invest your money with the degree of risk you are happy to take.

Our flexible investment and pension contracts have no initial charges or exit penalties, and we can arrange your own client view giving you access to all your investment valuations in one place.

Summary

Our independent service makes use of leading financial and technology systems to provide security and peace of mind in the ever changing world of IT and the internet. In addition to this, our personal, top level of service, provides access to your adviser at all times, regular face to face financial reviews and the knowledge that your adviser from The Financial Planning Centre will do everything possible to make your financial plans for the future, become a reality.

 

Authorised and Regulated by the Financial Services Authority.Registered in England and Wales No. 4635378. Registered Office: 1, Stadium Way, Elland Road, Leeds, West Yorkshire LS11 0EW FSA Firm Number: 222342