Your Portfolio

Easily navigate to the most commonly used investment platforms so you can manage and review your portfolio.

Clicking the on any of the following platforms will cause you to leave the regulated site of Beals Wealth Management. Neither Beals Wealth Management nor Quilter Financial Planning is responsible for the accuracy of the information contacted within the linked sites.

Quilter Platform

Monitor your investments on the Quilter platform.

Quilter Financial Planning Client Portal

Monitor your investments on the Quilter Financial Planning Client Portal platform.

Aegon

Monitor your investments on the Aegon platform.

Fidelity Funds Network

Monitor your investments on the Fidelity Funds Network platform.

Royal London

Monitor your investments on the Royal London platform.

Aviva

Monitor your investments on the Aviva platform.

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The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Approver Quilter Financial Services Limited and Quilter Mortgage Planning Limited. March 2025

Registered office address: Unit 1 Fulcrum 2 Solent Way, Whiteley, Fareham, England, PO15 7FN. Registered in England and Wales under reference 08286166