Wealth Platform

We Blend Hi Tech With Hi Touch.

Hi Tech Wealth Platform

All your wealth managed securely in one place to give you more powerful data analytics, control, & visibility. Allowing us to provide better outcomes for our clients.

If your your financial assets, shares, pensions and trusts held with many different financial brokers and organisations. Our Wealth Platform solution will bring all your financial interests together in one easy-to-access place.

What is our Wealth Management platform?

It is a simple and reliable way to have your pension and investments collated and updated securely in one place –regardless of where you hold investments, helping to demystify wealth management and put you in control.

Wealth Platform Features How You Can Benefit
  • Cutting edge technologies that can hold a wide ranges of your holdings & investments in one place.
  • Up to the minute valuations on all your investments which are instant and accurate.
  • A clear and transparent charging structure which is both competitive and easy to understand.
  • Visability & transparency with web-based management systems giving you online access to your entire portfolio.
  • Save more time by being able to view your entire valuation history at the touch of a button.
  • A cost effective platform, in the current post RDR financial services market, tailored to suit your individual needs.
We Promise You that our state of the art technology is used to support important financial planning decisions not confuse you.

It enables us to focus on planning and looking after your financial needs. It will show you the complete picture of all your investments, everything – helping you focus on the most important thing – getting your future right.

Wealth Management Tool
You also benefit from:
  • A range of Tax Wrappers (e.g. ISAs Pensions, Offshore Bond etc)
  • Access to risk categorised Model Portfolios
  • Regular reviews / Ongoing Wealth Valuation Statements
  • Rebalancing & access to investment discounts
  • Secure, online access to your portfolio at anytime!

If suitable, we can discuss the cost of this service and what assets are suitable for the platform, based on your own unique circumstances.

Why Choose Reid Scott Ross

As one of U.K.’s most respected financial planning firms we are fully invested in our clients with insights and advice that will be clear, relevant, actionable and achievable, showing you in practicable steps how you can get there from here.

Simply call us today at 0800 614 997 so we can get in touch for your free consultation to learn more about how you can get more peace of mind or click the box below to have a Reid & Scott Financial adviser call you at a time that suits.

All calls are handled discretely and we value your privacy.

Worry Less, Accomplish More

FREE 20 Minute Adviser Consultation Click Here to Book Now

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