Consolidating all of your investments together in one place can make life simpler and easier.

It gives you the ability to view and manage all of your holdings, including any ISAs, Pension Schemes, Bonds and Trust Funds from one single location. That means access to your finances with just one log in and one password.

But the benefits of consolidation don’t just stop there:

• Pricing and fees – Benefit from lower fees and charges
• Family linking - A multi-family member discount available
• Better financial wellbeing – Having more control over your assets
• Benefitting from a market-leading platform
• Future proofing – adapting to future changes

 

Pricing and Fees

There is an opportunity for you to save money by consolidating your investments onto one platform. The more you invest the lower the percentage charges are, so bringing several investments together could really make a difference to how much you pay.

Family Linking

By linking all members of your family you can significantly reduce your charges. Family linking is a multi-family member discount available through the Quilter Platform. Up to four generations of family members can be linked onto Quilter’s easy to use platform and, as a member of Quilter Financial Planning, you also benefit from special platform rates.

Better Financial Wellbeing

By consolidating onto one platform not only do you gain access to award winning products and competitively priced funds, but you also get a single view of your different investments pots and how they are performing against your objectives.

This encourages good saving habits, makes you feel more in control of your future and overall benefits your financial wellbeing.

The Quilter Platform

Having clear visibility over what you have and how it is performing means that you will be more in control of your investments and how they are performing.

The Quilter Platform provides online access to your investments so you can monitor performance. Even if you have multiple investment objectives these can all be managed in the same wrapper.

This is even more pertinent when it comes to receiving an income. The Platform allows you to draw down income in the most flexible tax efficient way by offering Tax Efficient Regular Income Options (TRIO). This automated phased drawdown solution means you can crystallise the optimal level of assets to achieve your desired income, while leaving the rest of your assets invested to grow.

Future Proofing

Should your objectives change in the future, for example you may want to do some inheritance tax planning, you can make use of the comprehensive trust range available with the ability to easily switch between wrappers.
 

To get more information on consolidating your assets and how it will benefit you please do get in touch.

Past performance is not a guide to future performance.

The value of investments and the income from them can go down as well as up and investors may not get back any of the amount originally invested.

Exchange rate changes may cause the value of overseas investments to rise or fall

The Financial Conduct Authority do not regulate trusts and tax planning.

Approver Quilter Wealth Limited & Quilter Mortgage Planning Limited. 01/03/2023.