Jim Paul & Associates Ltd  Independent Financial Advisers
Jim Paul & Associates Ltd  Independent Financial Advisers

Contact

Jim Paul & Associates Ltd

 

Mallan House

Bridge End 

Hexham

Northumberland

NE46 4DQ

 

Tel:

0191 2064131

 

E-mail

mark@jimpaulassociates.co.uk

andrea@jimpaulassociates.co.uk

 

You may also use our contact form.

Investment Gateway

An online service that allows us to manage your entire portfolio of investments from one single web page. For more information please contact Mark Dancer

So what is 'Investment Gateway'?

 

It is an online service that allows us to manage your entire portfolio of investments from one single web page.

 

You may have a pension, an ISA, a number of direct investments in different mutual funds or stocks and shares.

 

With Investment Gateway, all of these can be viewed in one place, managed simply and effectively to meet your financial goals and objectives. 

 

How do we do this?

 

Using the latest technology we are able to bring to you a truly consolidated approach to your investment portfolio.

 

This means we are able to maximise tax savings and investment potential across your whole portfolio ensuring a consistent approach to all your investment planning requirements.

 

Our expectation is that you will allow us to manage your whole portfolio, cash, bonds, ISA's, investments, pensions and other forms of savings.

 

Is it right for me?

 

If you answer "no" to any of these questions, 'Investment Gateway' could be the solution for you.

  • Do you know how much your investments are worth today?
  • Do you really have time to manage a complex portfolio?
  • Do you know if you are investing as efficiently as you could be?
Print Print | Sitemap Recommend this page Recommend this page
© Jim Paul & Associates Ltd

This website was created using 1&1 IONOS MyWebsite.