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Welcome to the Söderberg Self-Service Centre!

Söderberg & Partners Wealth Management
FAQ
Reporting & Documentation

Articles in this section

What Portfolio Performance Reports are available?
When are quarterly statements made available?
How do I download a report from the platfrom?
Where can I find reports on the platform?
Do you have a CGT tool?
How do I run a valuation?
When and where are SMPI statements made available?
Where can I find a consolidated tax voucher?
Where can I obtain a costs and charges/ex-post statement?
Where can I obtain an ex-ante report?

See more

Do you have a CGT tool?

January 27, 2025 09:32
Updated

Yes we have a Capital Gains Tax tool! You can find it here on the platform:

Söderberg & Partners Wealth Management Ltd

One Temple Quay
Temple Back East
Redcliffe
Bristol Bs16dz

Company information

FCA number: 995131
Companies House number: 14035487

Söderberg & Partners Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority under registration number 995131. You can verify these details in the Financial Services Register.

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