Having the right financial foundations in place makes it easier to respond to life events when they arise. Keep track of your investments, access your documents, and get support when you need it.

Wealth management on your terms

You've worked hard to build your wealth. But that doesn't mean you need a full financial planning service all the time.

If you're comfortable making your own investment decisions and just want a simple way to keep track of everything, we offer a self-serve portal.

You also have instant access to a financial planner if your circumstances change. A new job, a growing family, an inheritance - or something else. Moments like these benefit from expert guidance.

Know where you stand

The Chester Rose portal puts you in control. It’s a home for all of your assets, so you can check your holdings and access your documents all from one place. Whenever you want.

Here when you need us

You're not on your own. We have a real team behind the portal, available at the click of a button. If your circumstances change - a new chapter in life, an inheritance, a big decision - you can move into our full financial planning service, without starting from scratch.