The Investor Centre Service

The Investor Centre service is powered by Cofunds, which gives our clients convenient access to a huge range of funds, ensuring convenience, whilst maintaining first-class security and reliability – providing our clients with peace of mind that their money is being looked after.

To assist our clients in managing their portfolios we also provide access to  free online tools including P-Scan, our bespoke portfolio scanning tool, to enable clients to ‘x-ray’ their assets across all of their holdings.

Our range of fund fact-sheets and complimentary guides assist our clients in researching their investment choices and we strive to continually update and improve the services we offer.

To provide clients with the most cost effective way to build and manage their portfolios we rebate up to 100% of all initial commission due on investments. Where an investment is held through The Investor Centre and it pays ongoing commission, we will share this with our clients. We will pay 50% of any trail commission paid to us, to our clients every month, directly into their bank account.

Although our clients are pleased with the convenience and functionality of our online services we also operate a supporting telephone service, 9am – 5pm Monday to Friday. Clients may use this facility to order application forms, registration packs, free guides and literature. Many clients also find this service invaluable where they have a query regarding a new or existing investment application; they can discuss this application with one of our dedicated Investor Services team members.