Investment services for financial advisers

Flexible solutions drawing on our investment expertise

We have offices in London, Winchester, York, Bristol and Bury St Edmunds. Our wealth planning team can help create a tailored plan today.

Building a partnership

When looking to find a suitable partner to support your proposition there are a number of key attributes you might consider including:

Flexibility of offering - does the investment manager have the right solutions for my clients?

Ease of use – are they available on platforms and/or have their own platform?

Investment management credentials – is there a robust process?

Reputation – is the firm a suitable long term partner?

We appreciate these questions are not to be taken lightly, but with careful due diligence and a thorough understanding of the business, successful partnerships can be developed to ensure your clients’ goals are met in line with your existing business model.

Get in touch

If you have any questions or would like to get in touch, submit a callback request below and we will contact you as soon as possible.

Call us on...

020 7600 1660

Meet the team