INVESTOR ACCESS™ PORTAL

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:

investadmin@charlotte.eu.com

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.

Category: Uncategorized

Investment Bulletin: Summer 2017

‘Investment Bulletin’ by William Forsyth, Investment Manager. Market uncertainty has expressed itself in a rise in volatility, which is not unusual in summer months. Although the adage “Sell in May” is not as accurate as it once was, it does still point to thinner trading over the long holiday period, which can lead to greater […]

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