We go the extra mile for thousands of financial advisers up and down the country. And we know that sometimes it’s the simple things that really matter.

Like answering the phones and returning emails. Not just taking the time to get to know you, but also making sure we know our products inside out. It’s why financial advisers have awarded us ‘Five Stars’ at the Financial Adviser Service Awards three years in a row, and crowned us ‘Best Tax and Estate Planning Solutions Provider’ at the Moneyfacts Awards 2016. If you’re happy, we’re happy.

Products and services

Our investments are designed to help with the everyday financial issues faced by real people. And we want to make a big impact in everything we do.

Market-leading VCTs

The UK’s largest provider of Venture Capital Trusts. Because we’re big believers in smaller companies.

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Estate planning investments

Several ways to help clients pass on more of their wealth. Including an inheritance tax-free ISA.

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Multi manager funds

A comprehensive range of investment portfolios to suit different risk and return appetites.

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News and insights

Oliver Wallin’s Capital Markets Update: May 2017

Investors nervously eyed safe haven assets and UK market uncertainty intensified following Theresa May’s calamitous election campaign and the...

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Octopus Choice crosses the £50 million mark

Octopus Choice is celebrating its first birthday in style after reaching £50 million of assets under management.

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Oliver Wallin’s Capital Markets Update: April 2017

The only constant at the moment appears to be change, and although markets don’t like uncertainty, they seemed to hold up relatively well.

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