The Benefits of a Platform


Posted 6 August 2019 | Investments – Wealth Management

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The value of investments and any income from them can fall as well as rise. You may not get back the amount originally invested.

Take control of your investments

Getting a clear, concise view of your investment portfolio can be difficult and time-consuming. That’s why we use a secure, online system known as a platform.

A platform gives you secure, online access to  your investment funds with a transparent, easy-to-understand charging structure. So rather than holding your ISAs, pensions and other investments in different places, you can view everything at a single glance.

Think of it as an online bank account for your investments which we can administer on your behalf.

A clear picture

As well as cutting down on paperwork, using a platform can speed up transactions and give you the flexibility to take advantage of annual tax allowances. And because your assets are held on one online source, you (and we) can access consolidated reports at the touch of a button.

Whether you need a stocks and shares ISA for tax efficient savings, a simple way of investing your money, or a pension to help fund your retirement, we  can offer it all in one place with a single solution, giving you secure online access to keep an eye on your investments 24/7.

With us by your side, we’ll help make your money work harder for you,  giving you peace of mind, a sense of direction and control over your future.

The benefits of a platform

Choice:
A platform provides easy access to a wide 
range of investment funds, allowing us to tailor your portfolio to better reflect your current circumstances, financial position and attitude  
to risk.

Flexibility:
As well as allowing you to view your investments in one place, the flexibility  of the platform means you can record other assets such as the value of your property or any antiques you may have.

Ease of use:

The platform is uncomplicated and user friendly.  It takes the effort out of managing your finances 
(and completing your tax return) because you  can access consolidated reports at the touch  
of a button.

Transparent charging:

The platform helps you clearly see the costs involved with any investment decision you make.

Control:

The platform gives greater control when it comes  to making key investment decisions

If you're looking to make an investment get in contact with The Penny Group.

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