TOTAL PORTFOLIO PLANNING
We will help you create a solution for your clients’ investments with a comprehensive suite of investment products.
We can also help you advise on the future of those investments, with careful estate planning.
Use this short film with your clients, to start off those important conversations about estate planning.
When you have questions about complex matters such as taxation or trusts, our experts will help you find the answers.
Confidence in this kind of support will enable you to present a total portfolio solution to all of your clients.
It’s never been more important to recommend a provider of financial strength and integrity. Millions of customers already trust us to help manage their finances. That vote of confidence drives us to continue to develop new products for you to offer them, to suit their ever-changing needs.
When you are selling an investment product, your clients will appreciate the ability to choose funds from one of the most comprehensive selections on the market.
We will provide you with information on investment options and support you to help grow your business.
Through our alliance with Cofunds, you have access to the UK’s largest independent investment platform.
Platform functionality and management tools make the administration of managing your clients' portfolio more efficient, so you have more time to grow your business.
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Discover our A to Z of funds, latest prices and fund literature; get news and views on market trends.
Meet the experts on our Investment Helpdesk. When you have questions, they’ll find the answers.
We’ll give you support in all aspects of portfolio planning, taxation, trusts and estate planning.
Clients can diversify their portfolio with a fixed term deposit or investment offering a defined return.