Scroll down

Our promise to advisers

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 four years in a row, and crowned us ‘Best Tax and Estate Planning Solutions Provider’ at the Moneyfacts Awards in 2016 and 2017.

Please note that estate planning investments will place your clients’ capital at risk.

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.

Find out more

Estate planning investments

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

Find out more

Multi manager funds

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

Find out more

Remember, the value of an investment, and any income derived from it, can fall as well as rise. Investors may not get back the full amount they invest. Tax treatment depends an individual circumstances and could change in the future. Tax reliefs depend on portfolio companies maintaining their qualifying status. You’ll find our full guide to risks here.