Use the links below to access your Wealth Platform and Secure Document Vault containing all your plan valuations and regulatory statements.
Client Wealth Platform
Your Wealth Platform offers secure 24/7 access to your portfolio and overall wealth via mobile and desktop, meaning you can keep track of all your assets online, at any time. Click the image below to register or log on.
Client Secure Document Vault
Click below to access your Secure Document Vault, where you can find and store all regulatory and compliance documentation relevant to your investments held on the Fusion platform.
Articles
What Happens Next After Selling Your Business?
Key Emotional, Financial, and Lifestyle Considerations
You’ve sold your business. The deal is done. Years — maybe decades — of work have led to this moment. So… what now?
Preparing For The Autumn Budget: What It Could Mean For Your Finances
The Autumn Budget is set for Wednesday 26 November 2025, when Chancellor Rachel Reeves will deliver her first full Budget statement.
Alongside the speech, the Office for Budget Responsibility will publish updated forecasts for the UK economy, giving us a clearer picture of the challenges and opportunities for the year ahead.
Market Commentary
Your Market Review August 2025
A look back at markets in August when weak US jobs data raised the chances of an interest rate cut from the Federal Reserve.
Your Market Review July 2025
A look back at markets in July when greater clarity emerged on tariffs and some strong corporate earnings buoyed equities.
Your Market Review June 2025
A look back at markets in Q2, when tariff uncertainty sparked volatility.
Quarterly Reports
Your Quarterly Portfolio Review Q3 2023
The latest insights from Schroder Investment Solutions (SIS) Chief Investment Officer, Alex Funk, including market performance and commentary specific to the SIS portfolios and funds.
Your Quarterly Portfolio Review Q2 2023
The latest insights from Schroder Investment Solutions (SIS) Chief Investment Officer, Alex Funk, including market performance and commentary specific to the SIS portfolios and funds.
Your Quarterly Portfolio Review Q1 2023
The latest insights from Schroder Investment Solutions (SIS) Chief Investment Officer, Alex Funk, including market performance and commentary specific to the SIS portfolios and funds.
Finance in the news
Gifting Property: What Are The Inheritance Tax Implications?
Contrary to widespread belief, inheritance tax does not just impact the extremely wealthy. Rising property prices have meant more estates than ever are likely to face an inheritance tax bill.
Finance in the News – w/c 07.11.22
Short summaries of recent articles we think you will find useful from some of the UK’s broadsheets.
Finance in the News – w/c 31.10.22
Short summaries of recent articles we think you will find useful from some of the UK’s broadsheets.