Resources

We are pleased to provide useful resources to assist our clients manage their financial affairs efficiently. This includes a secure client portal and secure document portal for accessing and sharing confidential information online in a secure manner.

The document portal also facilitates digital signatures of documents to avoid the need to print and post documents.

Provider logins provide direct access to valuations of both investment portfolios and pensions, whilst the Tax Tables can be useful as a reference tool.

The Investment Calculator illustrates how investments can grow over time based on specific rates of growth.

Useful links aim to make it as easy as possible for you to manage your money.

Personal
finance
portal

The Personal Finance Portal gives secure access to our clients in respect of the following services: 

  • Valuations: View a summary of your net worth
  • Secure Messaging: Correspond securely with us
  • Factfinds: View and update information we hold in respect of your personal and financial situation 

Virtual
cabinet

We are committed to using innovative and secure methods of sharing documents with our clients in a digital world. This is both to benefit clients by making it easy to receive and sign documents, as well as streamline our business efficiency and benefit the environment by minimising printing and postage.

Accordingly, we use Virtual Cabinet with our clients. We introduce our clients to Virtual Cabinet as part of welcoming a new client to Seabrook Clark.

Investment calculator

Our Interest Calculator highlights the importance of compounding returns when investments are held in a tax efficient wrapper, such as an ISA or a SIPP.

We have assumed the following annualised returns (net of fees and after inflation) on the portfolio types:

Cautious: Inflation + 2%
Balanced / Income: Inflation + 4%
Growth: Inflation + 5.5%
World Growth: Inflation +8%

These investment returns are representative only and are not guaranteed. Actual returns could be lower or higher than these projections. Past performance is not a guide to future returns, investments can rise or fall and you may get back less than you invest.

This tool and the projections do not constitute investment advice. Please contact us if you would like independent investment advice.

Provider
logins

The Provider Logins below provide direct access to your investment portfolio or pension held with by the provider. If you would like any assistance with your user id or password for these secure websites, please contact us.

Tax tables

To view the updated 2020/2021 Tax Tables following the July Summer Statement please click the link below…

Let's
chat

Contact

Fill in our online form and one of our advisers will call you back

Email

info@seabrookclark.co.uk

Call

London: 0203 5986528

Exeter: 01392 875500

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