2.png

WHY MY-OPTIMUM?

BENEFITS

  • Portfolios can be constructed and managed in one place using an extensive fund range, web based portfolio analysis and construction tools all on The Investment Platform website.                                     

  • A simplified process resulting in reduced administration and superior service.                                       

  • Access to over 2000 collective investment funds from a range of leading fund managers.                        

  • A wide range of trust options for investors.                                                     

  • One application form, one payment, one statement.                      

  • Ability to invest in QROPS.                    

  • Access to a Discretionary Fund Management service if required.       

  • Support from experienced staff.      

  • A cost effective, straight forward and flexible approach to investing.

Contact

Monitor House

12-14 Hart Street

Henley-On-Thames

RG9 2AU

0118 334 8561

Thanks for submitting!