Our Wealth Account is a web-based service which enables you to see the current value of your investments held within the account, as well as your assets/liabilities and any other legacy policies all in one place.
- Asset allocation report
- Individual fund performance reports, and overall performance reports
- Huge range of investments and fund managers
- Deposit account/ISA/PEP/unit trusts/onshore bonds/offshore bonds/pensions
- Online factfind & risk questionnaire
- Holistic view of your financial requirements, assets and liabilities
If you wish to access your own account, please click here: "Squirrel's Wealth Account".
If you want futher information on our Wealth Account, please let us know via our enquiry form.
If you want futher information on our Wealth Account, please let us know via our enquiry form.
