Warwick Butchart Associates Ltd

Access your Cofunds holdings online

Online portfolio access enables you to log in through the Warwick Butchart Associates website to access information about the investments that you have on the Cofunds Platform.  You can use this new online service to obtain a portfolio valuation 24/7 through the Cofunds platform, check your transactions, access copies of your statements and tax vouchers and much more. This online service is an additional service offered free to our clients. Naturally, it is not intended to replace the benefits of a regular personal investment review.

To Register or Log in, please click on the link below. You will then be transferred from the Warwick Butchart website to Cofunds. 

http://investors.cofunds.co.uk/web/index.aspx

Moneyfacts Savings Searches help you to find the right cash account to suit your circumstances. Moneyfacts list a selection of top cash accounts, children’s accounts and National Savings products. The Moneyfacts Group is the UK's leading provider of personal finance information and supplies personal finance charts to most of the UK national press and media, including the BBC, Ceefax, and the Financial Times.

Moneyfacts Savings Search

TrustNet provides news and price and performance data and graphs on UK collective investment funds, indices, and exchange rates - soon to be extended to pension funds.  The site is filled with information. The My Portfolio”  tool can value investments - including shares - daily and can alert you to price or value movements via email.

TrustNet

Warwick Butchart Download Section

Please click any icon below to view and/or download a document in Adobe Acrobat PDF format.

 WBA Risk Profile Process - A Case Study

 WBA Risk Profiling - Advert by 1st Software 

 WBA Investment Process & the Sandler Review

 WBA 5-Part Investment Process

 WBA Approach to Financial Planning

 WBA Form - Seeking Further IndependentAdvice

 WBA Personal Financial Planning Questionnaire

 Article on the need for Protection Insurance

IamMoving.com can help makes it easier for you to tell multiple organisations that you're moving home.  Most Life Assurance Companies can be advised through this link - but please note that many investment providers cannot be contacted through IamMoving.com

IamMoving.com

UpMyStreet.com  provides details of your neighbourhood - based on your post code. It contains details on local services and shops, transport and schools, council contact points - and a property guide with prices and trends. This site also contains a link to the "ACORN" Classification of Residential Neighbourhoods.

UpMyStreet.com

The Unclaimed Assets Register  reunites people with “lost” financial assets. Financial institutions and customers lose contact with each other following changes of address, death - or forgetfulness. The UAR database started with Life Policies, and is expanding to include Personal Pensions, Shares and Dividends.

Unclaimed Assets Register

Making a Difference - a book by Len Warwick CBE - founder of Warwick Butchart Associates - presents a personalised view of the highly complex personal finance industry. It draws on his own experiences both as practitioner and as regulator. “A distillation of wisdom based on a lifetime's experience as industry leader and regulator.” Marie Jennings, Chairman, The Money Management Council.

Making a Difference

The AEGON Scottish Equitable Policyholders Website is an instant access policy enquiry service about  pension policies with Scottish Equitable - providing valuations, retirement estimates, current contributions, policy histories, and investment updates.

AEGON Scottish Equitable

This Standard Life link enables clients of Standard Life (once registered online) to check their plan / account details online across all their holdings with Standard Life - Investments, Savings, and Pension Plans. Provides fund prices, and investment  and performance reports from Standard Life.

Standard Life Online Services for Clients