01382 573737

Mon to Fri 8am-5pm

Investment propositionsClient suitability made easier

Two to choose

We offer a choice of two investment propositions, depending on client needs. Funds and Funds Plus.

This is as important for your clients in being able to find a suitable investment mix to match their particular needs as it is for being able to demonstrate that your choice of platform does not put you at risk of compromising your independence.

Image

Model Portfolios

Our Funds proposition offers access to DFMs and our Model Portfolio Service. A list of our current partners is available on our Model Portfolios page. Find out more

Image

Flexing with your changing needs

Should your clients or business needs evolve over time, we can support you with a managed transfer process between each investment proposition too, at your option. All part of our commitment to making it as simple as possible to do business with us.

What to expect from us

Research and planning tools at your fingertips

We work with some of the UK’s leading experts in investment research to bring you helpful tools and resources to support you in making informed decisions for your clients.

Featured Box Image

Tools include asset selectors, fund charting, at-a-glance and X-Ray portfolio views.

Featured Box Image

Risk-profiling tools to help you determine your client’s attitude to risk.

Featured Box Image

Access world-renowned equity research and deep multi-sector expertise.

Supporting client conversations

Take a look at the many resources we offer to help support and stimulate client conversations around financial planning and investments.

Go to Adviser Literature