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Direct Service Login

We always strongly recommend that clients seek independent financial advice before making Investment decisions.


However we also understand that some clients prefer to manage their own investments so we offer a Client Direct Service facility, provided by Cofunds to enable you to do this with no advice provided.


Whether you're an experienced investor or just wanting to open your first investment account we have a range of accounts that allow you to transact quickly and easily online.


Please be aware that no investment is without risk. It is important that clients understand the level of risk associated with any investment.


The Client Direct Service provides NO advice on your investment decisions but the service will give you full control to manage your own portfolio and choose your own strategy. You are also able to transfer existing investments onto the platform should you wish to do so.


To help you to reach an informed decision we have provided two brochures in conjunction with Legal & General Investment Management. These contain detail of low cost, risk targeted investment solutions which have an excellent track record. These funds may meet your requirements. Alternatively, a wide range of alternative funds are available should you wish to actively manage your own investments.


If you are in any doubt about making your own investment decisions we recommend you seek advice from one of our suitably qualified financial advisers - please click here to arrange for an adviser to contact you.

If you decide to proceed WITHOUT advice, and you have investments that you wish to transfer onto the platform, please click the 'Transfer Forms' link below where you will find the necessary forms to complete and submit.


By making an investment, your capital is at risk. The value of your investment depends on market fluctuations outside of our control and you may get back less than you invest. Past performance is no indicator of future performance. The tax treatment of a Stocks and Shares ISA depends on your individual circumstances and may be subject to change in the future. You should seek financial advice if you are unsure about investing in an ISA or indeed any investment where you capital is at risk.

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