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
Finura in the Spotlight: Shortlisted for Multiple Awards
Finura has an exciting few months ahead, as we wait to see the outcome of a number of short listings in different awards categories. MONEY MARKETING AWARDS – Advice firm of the year The winners will be announced on 12 September 2024 at The Londoner Hotel in London https://moneymarketingawards.co.uk/2024/en/page/shortlist-2024#adviser MONEYAGE AWARDS – Financial Adviser Award: […]
5 Tips For Parents With Children Heading To University
Starting university can be a challenging transition, but with a few lifestyle changes and careful planning, it can be a much smoother and enjoyable experience.
Market Commentary
Your Market Review June 2024
A review of markets in Q2 when emerging market equities outperformed.
Your Market Review May 2024
A review of markets in May when equities made gains and developed markets outperformed.
Your Market Review April 2024
A look back at markets in April when higher US inflation caused investors to reassess the timeframe for interest rate cuts.
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.