Wealth Management Service
The Goldsborough Wealth Planning Service offers a fully integrated, internet-based proposition, designed to review, monitor and report on clients’ entire collection of investment portfolios in an efficient manner. We believe that by investing in leading-edge online technology we are able to provide clients with the level of ongoing service, advice and support that we believe is valued.
This service offers a truly flexible and holistic online portfolio planning system.
This service can bring together all of a client’s new investments – shares, unit trusts, OEICs, annuities, ISAs, Pensions, Bonds etc; along with investments which they may have made several years ago, all in one place, where they will be able to view them securely online whenever they like.
It will allow clients to see the performance of investments whenever they log on using a secure password. We can hold all information, past and present, relating to their assets and investments in one place. This allows us to make adjustments to clients’ investments using real-time information and the knowledge and understanding of your complete situation.
The Goldsborough Wealth Management Service also provides clients with access to a variety of managed funds and direct assets, which means that we can make sure that investments are spread over various asset classes with a risk profiles we have agreed.
We believe the service will simplify and speed up the planning, reporting and planning of each client’s portfolio. This aims to ensure that we will spend less time dealing with paperwork and more time with clients’, which will result in us providing advice and ensuring a strong relationship built on trust.
If you would like to know more about our wealth management services, please call us on 01423 623 196 or email us at: firstname.lastname@example.org
The value of investments can go down as well as up and you may not get back the full amount you invested.