Professional Advisers & Intermediaries
Whether you’re an Accountant, Solicitor or Independent Financial Adviser, we aim to help you by ensuring your clients achieve their financial aspirations.
Building relationships based on trust is what we aspire to do and we appreciate that picking the correct wealth manager for your clients is not a simple decision. What’s most important to us is that the client is at the centre of everything that we do and working in conjunction with trusted professional partners allows us to provide effective solutions for them.
Independent Financial Advisers
Our priority is to provide you with an investment proposition that complements the service you provide to your clients.
We have established a flexible service for Financial Advisers and we strive to make your life simpler, whilst delivering a personalised service. All of our investment propositions have been rated as 5 star by Defaqto.