Consolidate
Did you know that around 1 million people have a whopping £2.8bn* in lost or forgotten investments? Sometimes it is good to have your all your eggs in one basket. If you have multiple investments with different fund managers, consolidating them could make your life a lot easier. With our platform, backed by Aegon, your money stays with your current fund managers but is all in one place for easy access and you can potentially save some money.
- Easier to manage all your investments in one place, no need to call several providers for valuations or transactions
- One phone call to Financial Discounts Direct and we can do it all for you, just call us free on 08085 498 477
- One online login for all your investments
- No online access? No problem, Financial Discounts Direct will happily provide a traditional paper service
- Cost effective, holding your investments with individual fund groups is usually more expensive therefore you could save money by moving to Aegon
- Receive one statement showing all your investments rather than being inundated with paperwork from lots of different providers
- No need to worry about FSCS compensation scheme limits. Any investments currently protected by the scheme will still be protected individually as the £85k limit applies to each firm, not the overall platform value
- Keeping your investments together in one place means they are less likely to be lost by you or your loved ones
If you would like to know more about the benefits of consolidating your investments or to find out if you hold investments with us that you may have forgotten about, give us a call on 08085 498 477 or email info@financialdiscounts.com