Wealth platform

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Most of our clients find our online Wealth Platform is a simple and effective secure storage facility for their important documents.

It has everything you need to view and manage your wealth. You can even upload valuations for treasured possessions – or any other financial information that needs to be in the same place.

It means your information is there when you need it, making financial and tax planning so much easier. And, in the worst case scenario, your loved ones can quickly get hold of your documents and settle your affairs.

It’s one of the best secure online storage facilities available – because we looked at the options and selected the right supplier for our clients – which means no tide of paperwork, no overly complex data and no virtual adviser trying to sell you something.

Signing up is quick and easy – as our video shows. Please get in touch and we’ll do the rest.

All our clients will be able to access this system, however, there is no obligation to use it! Our team are on hand to send you information and answer your questions in which ever format you want.

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