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Who Are:
Morningstar?

Morningstar / Praemium

The Morningstar Wealth Platform offers access to a broad range of assets, a suite of portfolio management tools, and a variety of investment management services.

***Some of these products may have commissions built directly into them. If you've been advised to consider a Morningstar investment account reach out to us to explore if we can establish the account at a lower cost.

Kevin's Review:

Morningstars Wealth Platform (General Investment Account), UK SIPP and Stocks & Shares ISA solutions are an excellent range of products for UK expats. 

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This suit of products allows British expats to mange their flexible investment account, pension and ISAs in one clean solution whilst working off-shore.

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Their platform gives both clients and advisers a very simple solution to manage and grow wealth on one of the industries leading technology based online accounts. ​

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That being said, an investment account is only as good as the team managing the investments so be sure to select an investment manager you have complete faith in. 

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Is This Product Right For You?

Whether you're thinking of taking out a new policy, or you're an existing policy holder, Kevin can provide valuable insight into this product and if it's suitable for you. Get in touch below:

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