MHI Limited Independent Wealth Management
MHI LimitedIndependent WealthManagement

Technology

MHI Ltd. was an early adopter of the use of "Wrap Platforms".  

  • They are an internet based service enabling clients to view their entire investment portfolio all in one place as long as they can access an internet connection.
  • Clients can also receive a single consolidated annual tax statement, comprehensive six-monthly statements, confirmation of all purchases, sales, deposits and withdrawals – as well as other useful information such as online Capital Gains Tax calculations.

The use of a wrap platform allows us to provide a cost efficient online investment service to clients any where in the country. Both our clients and we can see what is happening with their portfolio at the touch of a button. It enables transactions to be made in "real time" and cuts out the long delays we used to experience with life offices and fund managers.

 

We can deliver client reports by traditional means or by a range of technological solutions including a bespoke client web portal.

 

We have skype facilities for those clients who live too far away for face to face discussions.  

 

Graham J Miles

Enquiries at MHI Limited

Book a meeting

In order to visit us

Office hours

Monday to Friday 9am to 5pm

Please phone+(44) 01262 606618

or use our CONTACT FORM

MHI Limited

Portfolio House

1 North Street  

Bridlington

East Yorkshire

YO15 2DZ

 

 

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