Welcome to the Off Piste Wealth client portal.

Send and receive documents and messages. Advance any pending applications and keep your financial plan up to date.

Our client portal gives you access to view all your finances in one place, 24/7, on any mobile or web device. You are then able to view your fund information and financial portfolio in an instant.

So whether you’re looking for an up-to-date valuation of your portfolio, want to assess how you’re progressing against your goals or simply wish to get in touch, we have it covered.

Tax Efficient Investments

We offer direct access to a comprehensive range of tax-efficient investments, conveniently consolidated in a single platform. This encompasses Venture Capital Trusts (VCTs), Enterprise Investment Schemes (EIS), Seed Enterprise Investment Schemes (SEIS), as well as Inheritance Tax Services (IHT) incorporating Business Relief (BR).