Because time is money

One view of your client's wealth

Increasingly, the great variety of financial products available on the market are seen as just packages in which the underlying investments are the true focus. It is essential therefore to view your client's investments as a whole and this is where the Wealthtime Private Client Service is key. The Wealthtime Private Client Service enables you to put your client's wealth together, allowing you to access information efficiently and facilitates saving and investing for your client's future.

The Wealthtime Private Client Service is designed as a wrapper covering all the individual Products your client holds through the Service. The range of Products includes a Self Invested Personal Pension (SIPP), an Individual Savings Account (ISA), a Personal Investment Portfolio (PIP) and an Offshore Bond. Once your client has been accepted into the Wealthtime Private Client Service, you can then open any of these individual Products.

The Wealthtime Private Client Service will enable your clients to maximise the benefits of investing within a range of options without the administrative burdens that investors have had to cope in the past.

The Wealthtime Private Client Service is available to the clients of financial advisers.