Investment services for financial advisers
Supporting your clients’ objectives
Partner with us to give clients a wide range of investment opportunities and extraordinary levels of personal service.
Let us do the hard work
As a trusted financial adviser, it's important to deliver your clients a highly tailored service of exceptional quality. Partner with us and you can keep this simple, while still providing your clients with a co-ordinated professional service.
Identify opportunities for your clients
Work closely with us to identify the most suitable investment opportunities for your clients. Our services include bespoke and pre-defined portfolios, as well as specialist services incorporating structured products and inheritance tax planning.
Find out more
Head of Intermediary Services
To discover more about our Investment Management services and how we might be able to help you, please call our team or complete our contact form.
Investment services for you and your clients
Fees and charges
Our commitment to you is based on trust and integrity, and a clear and transparent explanation of our benefits, fees and charges is an important beginning to our relationship.