Automated Advice Service
If you’re looking for a straightforward, affordable way to invest into an ISA or a General Investment Account, and have decided that you don’t want face to face advice, then using our Personal Finance Portal may be the answer.
Unlike direct to consumer investment sites, our Personal Finance Portal comes with the full protection of regulated advice, so you can be safe in the knowledge that you are protected and can always speak to us if you wish.
What’s more, you’ll benefit from an easy to use automated process to ensure that your investments are matched to your own personal preferences and requirements.
Then, based on what you’ve told us about your attitude to risk, how much you want to invest and over what time period, a risk-appropriate investment will be recommended.
You’ll then be able to see projections showing how your investment may perform over time to help you understand whether it will meet your goals.
If you’re happy with our recommendations, you can ‘self-serve’ and invest straight away with a simple, secure online.
Or if you have queries and want to talk to someone about your choices, we’ll be available to do so at the click of a button.
You can interact with us online via the inbuilt video, audio or chat facilities, feeling safe in the knowledge that all of these ‘virtual’ conversations are automatically recorded by us for future reference.
You will receive a simple report as a record of the process, confirming your input, the charges and the recommended investment.
Should you want to have face-to-face advice in the future on this or other financial matters, like pension or inheritance tax-planning, then we will be able to discuss our wider service with you.
|Comparison of typical costs|
|Solution Provider||Overall average annual charge*|
|James Glasheen FP LTD||0.96%|
Suite 007, 6 Queen Street,
Huddersfield, West Yorkshire.
01484 907000 / 07980 308868
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Registered Address: 158 Penistone Road, Waterloo, Huddersfield, West Yorkshire HD5 8RN. Registered in England & Wales. Company Number 10078492. James Glasheen Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. FCA Number 746378.