Welcome to Holden and Partners Client Reporting
It is worth noting that if you have recently had trades placed on your account, it may take a week for these trades to settle. Therefore during this time your valuation will not be up to date.
Please contact us if you have any queries.
PLEASE NOTE: We are currently undergoing some improvements to our systems which may affect how SIPP valuations are reflected online. If you require a current valuation please contact us directly.