Succession Investment Platform

Our Platform brings your portfolio together for you, in one place, secure and online. So for example, instead of your pension information being held by one company and your ISA details by another, it’s all held together, along with the other elements that make up your portfolio which is overseen by us.

You can access the Platform via the Internet on a laptop or tablet, to see the current value of your investments, access your statements and contract notes and providing visibility of all activity on each of your accounts.

Our Platform offers unbiased access to more than 4,000 funds, as well as a comprehensive range of alternative investment options covering all asset classes and attitudes to risk. That means that you can be assured of the right investment type and strategy for you, whilst enjoying the convenience of having your entire portfolio housed in one place.

The Succession Investment Platform is simple, accessible and secure and provides you and your Wealth Planner with:

  • Independence from any product provider’s influence

  • A consolidated view of assets, regular statements, plus online access providing real time valuations

  • Access to innovative investment solutions, as well as unbiased and unrestricted coverage of the investment and tax wrapper market

  • Competitive pricing and transparent advice charging structure