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Giving financial advisers all the support they need Whether you’re based in the Outer Hebrides or Central London,
you’ve got the support of a local Business Development Manager
and a highly-trained, office-based team.
Find your local Business Development Manager

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

Five questions to ask when choosing a Venture Capital Trust

When considering suitability for clients, here are five things you may want to consider.

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Why now’s the time to grow your estate planning business

When it comes to personal finance, a dramatic shift has been taking place in the last few years.

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Capital Markets Update: September 2017

The case for central banks to raise interest rates appeared to strengthen in September, as did the likelihood of an end to government austerity measures.

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