Our web site offers many valuable tools to help both existing and new clients plan and monitor their financial futures.
Includes video and audio items on Rosan Helmsley and select services that we offer; a regular podcast on topical industry matters; a monthly update on more technical issues regarding tax, trusts, retirement and investment planning; our newsletter; technical guides on pension rules; and the budget summary for the current year.
Rosan Select enables investors to buy our preferred funds online with preferential pricing without advice. Funds may be selected by geographical region, industry sector, or a selection of managed portfolios.
Rosan Helmsley clients have online access to their portfolios. Client assets may be reviewed by product (e.g. PEPs, ISAs, pensions, etc.) and analysed by asset allocation.
Plan your own financial goals through a range of simple online calculators. There is also current taxation information covering both individual and corporate taxation matters. WebFund enables clients to research life, pension, unit trust, and OEIC investments.
Provides summaries of the key retail based investment schemes in the UK as well as information on investing for children and a link to Rosan Select.
Information for business owners and managers on running corporate employee benefit packages. Our existing corporate clients can view valuations on their employee benefits packages and a complete summary of their employer’s relevant package.