Wealth managers, Simpson Financial Services, are proud to announce a new service to our existing clients who hold a broad range of investments. Whether in pension funds, bonds, trust etc. The system has taken 10 months to develop and clients are now able to obtain a real time portfolio valuation via the client log in section shown on every page of our website and there is no limit to the number of valuations you can do.

Consider a common situation where various investments have been made, assets accumulated and insurances bought. The ability for you to report on your asset allocation, investment performance and benefits can become difficult for you. This tool is provided to remove that problem.

Not only does this online reporting allow you to produce Portfolio Reports on your invested assets, you can now use the tool to notify us of any changes to your personal financial circumstance.

Our position of being responsible for the management of your financial planning has also been improved in line with our principles of Treating our Customers Fairly (TCF).

This new service is available to all Platinum and Gold clients so please contact us to make the new service live.

If you are considering appointing us as your financial adviser please contact us for an initial discussion on 02476 251100.