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
Lifestyle Modelling: The Crystal Ball for Your Financial Future
Have you ever found yourself asking “When can I afford to retire?”, “Can I afford to leave a legacy for my loved ones?”, “How much do I need to be saving for retirement?”. If you have, lifestyle modelling will likely be beneficial for you.
The truth about student loans
Freshers heading to university this autumn can expect to pay more for their higher education than students graduating this summer, but paying off student loans doesn’t always make financial sense.
Market Commentary
Your Market Review August 2024
A look back at markets in August when shares experienced extreme volatility at the start of the month.
Your Market Review July 2024
A look back at markets in July, when equities experienced a sharp rotation.
Your Market Review June 2024
A review of markets in Q2 when emerging market equities outperformed.
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.