Jim Paul & Associates Ltd
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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.