

As a client of Crawford Scott Limited you can view and amend your investment portfolio, pension funds, protection plans and mortgages (holdings), securely and at your convenience, 24/7 via our website.
Many of our clients have investment or pension portfolios with numerous providers/fund management companies. Every one of your holdings and your personal information are recorded on our secure database updated daily to provide you with a complete representation of your total assets which can now be uploaded to our Website for your personal use. Upon application each client can be given a unique User ID and Password known only to yourself, based upon which, you are able to login to our website. Once logged in, clients can request reviews, view your holdings and examine individual policy schedules which contain fund fact sheets (supplied by Financial Express Prestel) giving details of the performance of your invested funds.
Please contact us to obtain further information on how you can organise all your investments and holdings in a secure environment referenced from one source.
NEW FEATURE: As a Client of Crawford Scott Ltd you can now complete/update your personal Factfind online at your convenience. Once complete, the Factfind data can be downloaded into our back office software to update the information held by us.
As at August/08
Avg. £174,178
Annual Change -10.9%
Src: Halifax Group
As at Oct/08
Rate 4.50%
Src: Bank of Eng.
As at July/08
Index 4.50%
Src: HM Treasury