Existing Client Services

This section contains the services which are available to existing clients of Admiral Asset Management.

Facilities available include the purchasing of ISAs, the transferring of ISAs or PEPs, and the valuation of Skandia funds. We also provide access to the UK SIPP Centre and an online Life Assurance Quote service. Additionally, you can view details of the asset allocations we use for our various Risk Profiles.

Platinum Wrap Service
Value your Selestia Investment Solutions Portfolios
Value your Skandia Investment & Pension Portfolios
Value your SIPP at The SIPP Centre
The Admiral Risk Profiler
Risk Profile Asset Allocations

Platinum Wrap Service

Access your investments, obtain valuations and much more, 24 hours a day

The Platinum Wrap Service gives you a consolidated view of your investments across all asset types and tax wrappers, leading to greater control of your financial affairs. A significant benefit of this single view will be the ability to analyse your asset allocations which will help ensure your portfolio risk accurately reflects your risk tolerance and can easily be modified if your circumstances change.

Value your Selestia Investment Solutions Portfolios

This link will enable you to evaluate your current investments with Selestia Investment Solutions.

Value your Skandia Investment & Pension Portfolios

This link will enable you to evaluate your current investments with Skandia.

The SIPP Centre

Value your SIPP at The SIPP Centre

If you hold a SIPP you can value it at The UK SIPP Centre.

Admiral Risk Profiler

The Admiral Risk Profiler is a short questionnaire which we ask clients to complete prior to the first meeting. It allows us to accurately gauge your approach to investment risk, and helps to determine the asset allocations and portfolios we use for you.

Admiral Risk Profile Asset Allocations

After you have completed the risk profile questionnaire we will have a risk profile score for you, ranging from 3 to 10. Each of the investment types below have their own asset allocations, or portfolio models, for each level of risk.

To find the asset allocations we are using for you, look at your risk level score under the appropriate investment type. For instance, if you were assessed as having a risk profile of 6, and you are investing in an Investment Bond, click on “Risk Profile 6″ in the “Investment Bond” column.

You can also click on the other risk profiles to see how the asset allocations change for the different levels of risk. Asset allocations are reviewed quarterly.