At Robert Ingram Wealth Management we are continuously looking to improve the service that our clients receive, and part of this includes the delivery and storage of your documents.

With mounting security breaches and increasing compliance requirements, post is no longer the safest way to send important documents. To properly maintain your confidentiality, we have introduced a new, online Document Portal to ensure important information reaches you as quickly and securely as possible.

Uniquely, the Portal has a private area that only you can access. You can store personal documents such as banking, investment, tax, photos, wills and even the kids’ artwork and school reports. It's a fantastic way to keep your most precious documents and memorabilia safe for future generations.

the portal will also provide a valuable tool allowing you to scan important documents that can be securely shared both to and from my Practice and improving the efficiency of the ongoing service that we provide to you.

It's highly secure, very easy to use and can all be accessed via a Mobile App, reassuring you that your documents are safe and accessible at all times.