Client login Introducer / Adviser login

If you have any questions relating to online access or clients that have not requested online access, and would like to do so, please contact:

Alternatively, please send a signed instruction to:

Investment Administration
Charlotte Square
40 Charlotte Square
Edinburgh, EH2 4HQ

Once received you will be sent an email containing your password, followed by a letter in the post confirming your login details.

Monthly Archives:November 2014

Investment Bulletin: Autumn 2017

‘Investment Bulletin’ by William Forsyth, Investment Manager. After an unbroken 11 month rise in the total returns on the S&P 500, how far can markets climb when they are trading at record levels? This bull run has brought earnings to their highest valuation since the tech bubble in 1999. However, we believe that the key […]

View from the square:

The end of the tax year is approaching and you only have until 5th April to take advantage of your ISA allowance. An ISA remains one of the best financial tools on the market, but should you be topping up your cash ISA or looking elsewhere? Read More