What we do
Each strong on its own. Together, they serve clients, advisers and IFA firms across the UK.
Our three businesses
Our financial planning arm acquires and supports established regional advisory firms across the UK. The all-in-one platform, in combination with the investment management capability, was from the outset built to serve the wider UK adviser community.
Our capabilities
A group of regional advisory firms, each with its own brand and local presence, supported by a digital advice channel and a Private Office proposition for clients with more complex needs.
Financial Planning → 02An end-to-end advice and investment platform — from client onboarding through ongoing reviews to investments. Available also to all advisory firms across the UK.
Digital Platform → 03Discretionary portfolio management with institutional roots, delivered through a range of risk-rated model portfolios. Available across multiple UK adviser platforms.
Investment Management →