Peace of mind

The value of peace of mind

We believe financial advice can change lives. And we believe that the best outcome from financial advice is achieved when you have a long-term trusted financial relationship.

We offer one-off advice or ongoing advice. Whilst one-off advice is a great start, it can’t predict the future course of your financial needs. Our Ongoing Advice Service (OAS) is all about making sure you remain on track to achieve your financial goals. It includes regular reviews of your current finances and provides opportunities to adapt your plan in response to any changes in circumstances.

Peace of mind

The value of peace of mind

We believe financial advice can change lives. And we believe that the best outcome from financial advice is achieved when you have a long-term trusted financial relationship.

We offer one-off advice or ongoing advice. Whilst one-off advice is a great start, it can’t predict the future course of your financial needs. Our Ongoing Advice Service (OAS) is all about making sure you remain on track to achieve your financial goals. It includes regular reviews of your current finances and provides opportunities to adapt your plan in response to any changes in circumstances.

Ongoing advice

  • An adviser and support team here to support you on your journey and answer your questions
  • Direct access to a support team and Personal Wealth Adviser(s)
  • 24/7 access to view your investments via our MY SPW secure web app
  • The opportunity to broaden your financial knowledge by receiving market commentary, insights and webinars on important topics
  • Access to dedicated Investment Specialists who will provide additional insight into investment performance and the economic outlook
  • An automatic ISA top-up service within your portfolio – if you choose this option

Our Ongoing Advice Service is available depending on the solution(s) you choose with us, and will be recommended if we believe it is suitable for you.

Ongoing advice

  • An adviser and support team here to support you on your journey and answer your questions
  • Direct access to a support team and Personal Wealth Adviser(s)
  • 24/7 access to view your investments via our MY SPW secure web app
  • The opportunity to broaden your financial knowledge by receiving market commentary, insights and webinars on important topics
  • Access to dedicated Investment Specialists who will provide additional insight into investment performance and the economic outlook
  • An automatic ISA top-up service within your portfolio – if you choose this option

Our Ongoing Advice Service is available depending on the solution(s) you choose with us, and will be recommended if we believe it is suitable for you.

What are the benefits?

Benefits of Ongoing Advice

The OAS is all about making sure you stay on track with your financial goals. It includes regular reviews of your current finances and provides opportunities to adapt your plan – one-off advice is a great start, but it can’t predict the future course of your financial needs.

What are the benefits?

Benefits of Ongoing Advice

The OAS is all about making sure you stay on track with your financial goals. It includes regular reviews of your current finances and provides opportunities to adapt your plan – one-off advice is a great start, but it can’t predict the future course of your financial needs.

One-off advice

Where the Ongoing Advice Service is not taken, you will have 24/7 access to your investments online, and you will be able to contact a support team with administrative queries only. 

Any further advice required will be subject to advice fees.

One-off advice

Where the Ongoing Advice Service is not taken, you will have 24/7 access to your investments online, and you will be able to contact a support team with administrative queries only. 

Any further advice required will be subject to advice fees.

Peace of mind

The value of peace of mind

We believe financial advice can change lives. And we believe that the best outcome from financial advice is achieved when you have a long-term trusted financial relationship.

We offer one-off advice or ongoing advice. Whilst one-off advice is a great start, it can’t predict the future course of your financial needs. Our Ongoing Advice Service (OAS) is all about making sure you remain on track to achieve your financial goals. It includes regular reviews of your current finances and provides opportunities to adapt your plan in response to any changes in circumstances.

Peace of mind

The value of peace of mind

We believe financial advice can change lives. And we believe that the best outcome from financial advice is achieved when you have a long-term trusted financial relationship.

We offer one-off advice or ongoing advice. Whilst one-off advice is a great start, it can’t predict the future course of your financial needs. Our Ongoing Advice Service (OAS) is all about making sure you remain on track to achieve your financial goals. It includes regular reviews of your current finances and provides opportunities to adapt your plan in response to any changes in circumstances.

Ongoing advice

  • An adviser and support team here to support you on your journey and answer your questions
  • Direct access to a support team and Personal Wealth Adviser(s)
  • 24/7 access to view your investments via our MY SPW secure web app
  • The opportunity to broaden your financial knowledge by receiving market commentary, insights and webinars on important topics
  • Access to dedicated Investment Specialists who will provide additional insight into investment performance and the economic outlook
  • An automatic ISA top-up service within your portfolio – if you choose this option

Our Ongoing Advice Service is available depending on the solution(s) you choose with us, and will be recommended if we believe it is suitable for you.

Ongoing advice

  • An adviser and support team here to support you on your journey and answer your questions
  • Direct access to a support team and Personal Wealth Adviser(s)
  • 24/7 access to view your investments via our MY SPW secure web app
  • The opportunity to broaden your financial knowledge by receiving market commentary, insights and webinars on important topics
  • Access to dedicated Investment Specialists who will provide additional insight into investment performance and the economic outlook
  • An automatic ISA top-up service within your portfolio – if you choose this option

Our Ongoing Advice Service is available depending on the solution(s) you choose with us, and will be recommended if we believe it is suitable for you.

What are the benefits?

Benefits of Ongoing Advice

The OAS is all about making sure you stay on track with your financial goals. It includes regular reviews of your current finances and provides opportunities to adapt your plan – one-off advice is a great start, but it can’t predict the future course of your financial needs.

What are the benefits?

Benefits of Ongoing Advice

The OAS is all about making sure you stay on track with your financial goals. It includes regular reviews of your current finances and provides opportunities to adapt your plan – one-off advice is a great start, but it can’t predict the future course of your financial needs.

One-off advice

Where the Ongoing Advice Service is not taken, you will have 24/7 access to your investments online, and you will be able to contact a support team with administrative queries only. 

Any further advice required will be subject to advice fees.

One-off advice

Where the Ongoing Advice Service is not taken, you will have 24/7 access to your investments online, and you will be able to contact a support team with administrative queries only. 

Any further advice required will be subject to advice fees.