Our Guide to Wealth Platform

Wealth Platform is designed to help you stay connected with your finances all through one secure and accessible location. Rather than focusing on detailed, line-by-line analysis, the platform provides a clear overview of your financial position.

Our tutorial is tailored to provide a clear, visual introduction to what the platform offers.

Wealth platform brings together your financial information in one place, allowing you to view a consolidated picture of your wealth and planning arrangements.

This Includes:

Assets Held With Us

A summary of all the investments, savings and assets that we at Colmore Partners manage on your behalf.

External Assets Held Elsewhere

A view of any assets or investments you hold outside of Colmore Partners, consolidated alongside your managed portfolio for ease of reference.

Liabilities

An overview of any outstanding debts or financial obligations you have, such as mortgages or loans, so your net financial position is always clear.

Your Risk Profile

A reflection of your personal attitude to investment risk, which guides how we manage your portfolio and ensure it remains aligned with your goals and comfort level.

Progress and Changes in Your Financial Position Over Time

A timeline view of how your overall wealth has grown or shifted, helping you track the progress being made towards your long-term financial goals.

The platform also acts as a secure document hub, giving you easy access to key financial information whenever you need it.

Your important documents are stored safely and retrievable at any time.

Documents stored may include:

• Financial advice reports

• Annual review documents

• Tax information and supporting paperwork

• Other important planning documents

Managing External Assets

Some clients also choose to upload photographs of physical assets, such as property, vehicles, or valuable possessions. For assets that are outside of our direct management, the platform provides flexibility for you to maintain your own records and updates.

You can:

• Add notes and comments

• Upload supporting documents

• Store any additional reference material

How the Platform Helps You

The main purpose of Wealth Platform is to provide simplicity, organisation, and accessibility. It provides a secure, centralised, and user-friendly way to keep track of your financial position. By bringing together your assets, documents, and planning information into one location, it helps you maintain a clear overview of your wealth and long-term financial arrangements.

If you need any assistance using the platform or would like further information, our team is always happy to help. We hope you find the tutorial useful and enjoy using Wealth Platform!

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This information does not constitute tax, legal or financial advice and should not be relied upon as such. Tax treatment depends on the individual circumstances of each client and may be subject to change in the future. For guidance, seek professional advice. Past performance is not a guide to future performance and may not be repeated. The value of investments and the income from them may go down as well as up and investors may not get back the amount originally invested.