Educational Videos

CBAM Portfolio and market updates

Every week the investment team at CBAM upload portfolio updates as well as various changes happening in the market. Please do open the link to see any important updates on our portfolios.

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Transfer Process

Our transfer process uses True Potential’s Digital Direct Offering (DDO) which makes the transfer process very easy and portrays the use of technology into our process. Any transfer whether advised or non-advised would fall under this process. Your adviser or any one of the Impulse Team will gladly assist if you get stuck but please do watch the video below. 

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Explanation of Platform

Upon becoming a client of Impulse, we will set up and create a platform account for you which will house all of your investments. This short video will give a brief explanation of the platform home page such as your portfolio value, investment amount and portfolio change. 
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Track and Manage Your Investments

This short video will explain the investment page of your account and will reflect data from day 1 of you moving or adding assets to the platform. This page shows all of your investments and respective data from the total amount invested, current value and any recent portfolio change. Furthermore, a breakdown of where this is invested will be shown as well. Please do have a view of the below video. 
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Track and Build Goals

This video will explain a few of the features applicable to this platform and your account such as creating goals and setting up a monthly direct debit. The goal function can be a very useful tool to use such as saving up for a child’s education or a deposit for a new property. 
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Sign Up Now

Registration gives you immediate access to your personal dashboard and our financial blog and client guides. Registration is free and there are zero financial obligations and necessities moving forward. 

This website and the information contained herein is not intended to be a source of advice or analysis with respect to the material presented, and the information and/or documents contained in this website do not constitute investment advice. ImpulsePlan is a trading name of Impulse Invest Limited which is an authorised representative of Ascot Wealth Management Limited. Ascot Wealth Management Ltd – Scotch Corner, London Road, Sunningdale, SL5 0ER – is authorised and regulated by the Financial Conduct Authority (FRN: 551744).