Flexible, professional and built around you
With over 25 years of experience supporting financial advisers, we understand how to build effective, long-term partnerships. Our role is to provide the investment expertise, operational support and personal service that help you deliver the outcomes your clients expect.
Two ways to work with us
- Reliance on Adviser. You remain responsible for assessing suitability (both at the outset and on an ongoing basis) and for recommending the most appropriate investment strategy for your client. We manage the portfolio in line with your chosen mandate, while you stay at the heart of the client relationship.
- Adviser as Introducer. In this model, the client is introduced by a financial adviser authorised by the Financial Conduct Authority (FCA) and we take responsibility for assessing their suitability. Our investment manager builds and manages a discretionary portfolio tailored to the client’s objectives. This service includes direct access to a dedicated investment manager and offers a broad investment universe, making it well suited to clients with larger sums or more complex financial needs. We’ll help you choose the right model for your business and guide you through onboarding, implementation and ongoing support.
What you can expect from us
- Clear communication and responsive service
- Named contacts for you and your clients
- Practical support for building Central Investment Propositions (CIPs) and Central Retirement Propositions (CRPs)
- Simple, reliable reporting and documentation
- A working relationship aligned to your planning process and Consumer Duty responsibilities
Our discretionary fund management services
Specialist Tax Portfolio Service
Helping clients reduce inheritance tax while staying invested
Find out more
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