Your secure 24/7 internet-based access to all of your investments in one place.
Transparency and access to information are critical to our service proposition.
It is also important that we execute the agreed financial plan in as cost effective a way as possible. To achieve this, we use what are known as investment or wrap platforms which bring together, in one service, the investment portfolios we support with all the tax products that may be needed to fulfil the plan – pension products, ISA investments, life company bonds and so on. The platform also provides access 24/7 to all the investment information that you, our client, may need, including a consolidated view of all your investments in every tax product. Hamilton Rose has a number of preferred platform partners who are independent of any investment group or life insurance company and so are free of potential conflicts.