TSL Investment Gateway

Most people accumulate a diverse range of investments, pensions and policies over many years. This typically generates a mountain of paperwork which is often difficult to make sense of and dealing with it can be a real headache. The way most of us handle this is to put it in a drawer and hope it will work out alright in the end!

Wouldn't it be helpful if there was a simple, reliable way of keeping track of all the investments, pensions and policies you have accumulated?

Thomson Shepherd's Investment Gateway

Investment Gateway, allows us to provide you with first rate service and a more sophisticated approach to investment and pensions advice. With Investment Gateway we are able to monitor, review and make decisions and changes to your investments 'real time' and at the touch of a button.

Investment Gateway helps you to:

Maximise tax efficiency

Investment Gateway includes the full range of tax wrappers meaning your investments can be held to maximise tax efficiency in Individual Savings Accounts (ISAs), pensions and offshore bonds.

Achieve your investment potential

You will have access to all investment markets. As well as investing in fund based investments, you are able to deal in shares on line and hold cash. For the first time you can look at all of your investments 'single view' with real time valuations of your entire portfolio.

Manage your portfolio

Investment Gateway gives you and your financial planner the ability to view and value all of your assets online at any time.

Because Investment Gateway brings everything together, decisions can be made more quickly and any changes you need to make can be administered more efficiently and cost effectively.

Lower costs

As the information regarding your assets will be more readily available and easily accessible, Thomson Shepherd Limited offers discounts to the normal fees charged for ongoing servicing for clients who hold all of their assets on the Investment Gateway.

Large fund rebates are also available and these can be based on the aggregation of family assets being held on the Gateway.

Obtain reports

You can receive consolidated reports containing details of all your investments with almost any company.

Investment Gateway can provide you with performance reports and can provide a consolidated tax report for your accountant or a net worth statement for your lawyer.

Click here to log in