Our Philosophy

We know that Paraplanners are crucial to the financial planning process.

We champion great quality financial planning and advice.

No matter what your business objectives, your investment strategy or your client base we aim to give you the flexibility to build a client-centric proposition focused on holistic financial planning.

Strength in numbers
 

assets under administration

(Royal London 2019 Financial Report)

market share

(Q2 2019, Fundscape Platform report)

firms using the platform

(Q3 2019, Ascentric reporting)

Our Approach

For you

As an enabler for your business, we equip you with the tools to thrive, from access to the widest range of investments and tax wrappers, to technical and business consultancy from our in-house experts.

Discover your platform

For your clients

We create the best customer experience for your clients, so they’re satisfied that their money is in safe hands. This ranges from the simplest charges, to a branded platform tailored to your needs.

For your clients