We want to ensure that you fully understand how our investment service is provided to you and the terms and conditions of the service. Please ensure that you review the documents below before you take out an investment with us. Thank you.

Key Facts about our Services and Costs

Terms of Business

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View Your Portfolio

Home Client Area View Your Portfolio

At Goldstone Wealth we believe that having access to the right technology offers a great opportunity for clients to view and keep track of their investments. That is why we have chosen to partner with True Potential who are award winning technology experts in the financial services in the UK. The client sites we provide as part of our Value Service Proposition at Goldstone Wealth, powered by True Potential, can help organise and track your investments conveniently online, and allow you to get in touch with your financial adviser in an instant. What’s more you can also have access to the same information via your mobile device or tablet.  Offering you valuations on the go.

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If you are an existing Goldstone Wealth client please contact your financial adviser for your own secure log-in details.


Mobile Apps Available