Support that suits youRunning a directly authorised business, you’re used to being in a driver’s seat. We can help you navigate.
Award-winning technology and service
You’re running things your way. But you don’t have to go it alone. Our integrated technology solutions strip away needless stress giving you more time to have more meaningful conversations with your clients.
Integrated, innovative technology
Our proprietary solutions include platform, investment solutions, CRM and client portal. And you can access them all through one sign-up, protected by industry-leading security.
Efficiency for impact
By streamlining your processes, you can immediately boost the service to your clients. Increasing your options goes hand-in-hand with decreasing your day-to-day hassles.
Always by your side
We give you seamless practice management, an open-all-hours client portal, and a dedicated team to keep things running smoothly. And we’re an open book: meet experts from across the business or our exec team whenever you like.
Services for advisers
Credibility, stability and opportunity
We launched our own IFA network in 1993, building a reputation that includes accolades for our technology, service, and teams – as well as multiple Best Network awards. In 2016 we joined Schroders, uniting our expertise to offer an even broader range of opportunities to our clients.
We’ve built our technology specifically around what advisers and their clients tell us they need.
Part of the Schroders family
We’re 100% owned by one of the most widely-respected asset and wealth managers in the world – so you can expect centuries of stability and security behind you.
Support that suits you
We’re here throughout your journey with executive support – as well as access to start up and exit finance, legal and HR advice and even property guidance.