Client support hub
Welcome back. How can we help?
Whether you have a question or want to discuss your financial plan, we can connect you to your adviser. Find contact details for your advisers.
Not sure who your adviser is? Call us on 020 7131 4000 and we’ll help connect you.
For help with your account, including:
- Portfolio balance or recent transactions
- Fee structure
- Updating personal or financial details
- Statements or valuations
- Investment performance or portfolio structure
The best route is to speak to your adviser directly.
Log-in to your client portal here
Need help with portal access? Call us on 020 7189 9950
If you're considering closing your account or transferring your investments, we're here to support you through the process. We can help with:
- Reviewing your fee structure
- Discussing investment performance
- Exploring adviser fit
- Comparing offers
- Reassessing your financial plan
- Any other reason — we're here to listen and help
The best route is to speak to your adviser.
We’re committed to exceptional service. If something hasn’t met your expectations, we'd like to hear from you so we can put it right.