Impulse Plan

At Impulse we are providing you with a simpler and more efficient way to manage your finances online while having the expertise of a financial adviser to assist you. The use of our client site provides a centralised and easy accessible platform ensuring your investable assets are located in one place and which can be accessed 24/7 via a mobile phone, tablet or laptop. In addition to the ongoing adviser relationship, your assets are invested into actively managed portfolios which have a significant advantage in the markets. These professionally managed services come at an inexpensive cost which therefore makes our offering very affordable to you.

You will experience advanced diversification through the utilisation of our in house discretionary fund management service. We offer a method of investing to our chosen platform with 5 risk weighted portfolios managed by Cape Berkshire Asset Management or CBAM.

Start investing by transferring any legacy or existing pension, ISA or GIA or open up a new investment with spare cash and we will adapt our service to suit you. We are authorised to provide financial advice, so you can be sure you are talking to a qualified individual. We can and

Charges have a huge impact on the long term growth of your portfolios so we have created our model to halt unnecessary adviser charges when in reality you do not need them. Of course, we will provide top quality advice should you require it, in some cases our knowledge will fast track you to a brighter financial future.