The new Chelsea Platform

We are delighted to announce the launch of the new Chelsea Platform.

We have listened to feedback regarding the Aegon platform and, after carefully reviewing the options available, we have chosen to partner with Platform One to offer an improved service and enhanced functionality.

The new platform has undergone a successful soft launch with friends and family over the past year and is now fully operational. With over 1,500 Chelsea clients already using the new platform, and more joining each week, now is a great time to make the move.

Chelsea has invested a considerable sum into Platform One, reinforcing our commitment to this new service.

Find out more here Consolidate today

Why choose the Chelsea Platform?

  • All your investments in one place – easily view and manage your pension, ISAs, and other investments all in one place.

  • Simple, secure online access – Our new customer portal offers intuitive navigation, performance tracking, and powerful research tools.

  • Family-friendly features – manage Junior ISAs or link family accounts under a single login.

  • Paperless option – go digital for faster, more secure communication (or stick with post if you prefer).

  • The same personal Chelsea team – whether you choose to invest online, over the phone, or by post, our dedicated team is here to support you.

  • More choice – thousands of funds to choose from.

  • Brand new app – coming soon.

Personal and familiar service

You will continue to receive the same high level of service from the Chelsea team you know and trust. Whether you prefer to invest online, speak to someone over the phone, or send in forms by post, our friendly, experienced team is here to help whenever you need us.

Please read the disclosure documents here

FAQs

  • Platform One is a well-established provider, launched in 2011 by Michael Fordham and Clive Boothman – industry experts who previously founded Ascentric (now part of M&G Wealth Platform) and held senior roles including CEO of Cofunds.

    They have an experienced team working across the business and administer over £2 billion for over 22,000 customers. Chelsea has also invested into Platform One, reinforcing our commitment to this new service.

    Platform One is fully authorised and regulated by the FCA to hold and control client money. Client assets are safeguarded through HSBC, with fund custody provided by Allfunds – one of the world’s largest custodians, with over €1.5 trillion in assets.

  • It is easy to transfer. Contact us and we will go through the process with you.

    There is no cost to transfer and you are never out of the market – you remain fully invested at all times.

    We will send you a notification once your transfer has completed and our team will remain on hand to help you throughout the process.

  • Once your account has been through the relevant checks, we will provide you with online access so you can easily view and manage your investments.

  • We are pleased to introduce a paperless service via the Chelsea Platform. All correspondence will be securely uploaded online, and you will receive an email notification when it is available for viewing.

    However, if you prefer to continue receiving your documentation by post, please just let us know. Indeed, Chelsea will continue to offer its services to you through various channels so that you will remain in direct contact with our experienced and helpful staff. You can continue to contact Chelsea by telephone, email or post allowing you to choose the most convenient method for your needs.