01285651102 info@mitchellgriffin.co.uk

Trustnet

This facility enables you to create customised portfolios of all your investments as well as producing valuations and alerting you to price or value movements. The following features are all available for you to use without charge:

  • Watchlist - a list of your investments with prices and performance
  • Valuation - add items to your portfolio including unit holdings and costs
  • Summary - groups your investments and gives profit/loss, value and ratios
  • Alerts - create email alerts for portfolio summary, price alert, value alert etc.

    Create your own portfolio, research and charting for:

  • Unit Trusts and OEICs
  • Investment Trusts
  • Pension Funds
  • Life Funds
  • My Portfolio

 Click here to access the main Trustnet website.

Please note that by clicking on these links you will be leaving our regulated website, and we cannot take responsibility for the accuracy of the linked websites.

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Mitchell Griffin Wealth Management Limited is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 458602 http://www.fca.org.uk/register.

Mitchell Griffin Wealth Management Limited Registered Address: 1 College Farm Buildings, Tetbury Road, , Cirencester, GL7 6PY. Registered in England & Wales, No. 5395900.

Neither Mitchell Griffin Wealth Management Limited nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.

The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.

The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

Where you have a complaint or dispute with us and we are unable to resolve this to your satisfaction then we are obliged to offer you the Financial Ombudsman Service to help resolve this. Please see the following link for further details:
http://www.financial-ombudsman.org.uk.

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