Elevate is an online platform that makes it easy to build up a range of different investments in one place. Invest in:
- stocks and shares ISA,
- pension, or
- underlying investment funds
And let your adviser manage your investments simply and quickly. Watch our short video to see how Elevate can work for you.
Your financial adviser will find out your current financial circumstances and your future aims. They will assess which product and investments could be right for you. They’ll then use Elevate to set up and manage these products and investments. We will charge you for the cost of operating Elevate and a full explanation of these charges are explained in our Elevate Charges Guide.
Using your own login, you can see your portfolio online whenever you need to. You’ll be able to view an up-to-date value for your portfolio, the charges you’re paying, recent transactions and the different investments you hold in your products. It’s worth remembering that the value of your investment can fall as well as rise and is not guaranteed. You could get back less than you invest.
Find out more
You can read more about Elevate and the different products and investments available.
Visit the contact us page to find the relevant telephone number or address.