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Adviser Academy – a smart way to learn

We’ve helped thousands of advisers get to grips with the finer points of tax planning and tax-efficient investments.
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Our Adviser Academy is taking a winter break and will be back soon.

In the meantime, please contact our BDM team. They’ll be happy to discuss a client scenario or to book a training session in your office, at a time that suits you.

This section is only for UK regulated financial advisers, wealth managers and others regulated by the Financial Conduct Authority. If this is you, you’re welcome to come in and have a look around. If you’re a private investor, this part of the site is definitely not for you. Please make your way to the investor section instead. Thank you. Please don’t skip this next bit. It’s a summary of some of the risks you should know about. Read it before you head to our website:
  • Be aware that our products are considered high risk, so you should read the risks associated with each product before deciding whether to recommend them to a client. You’ll find the risks on the relevant product webpage. We also have a handy guide to risks here.
  • Nothing here should suggest a product or service is suitable for a specific investor.
  • You shouldn’t disclose or transmit anything on these pages unless it is clearly labelled as suitable for retail investors.
  • Our products and services are only available to UK residents.
  • All of our investments place capital at risk, and investors may get back less than they invest.
  • We’re an investment company. We don’t offer investment, tax or legal advice.

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