to suit you

We’re here to help you make the right decisions about your finances.

We know that one size doesn’t fit all, so we offer a range of services to give you choice in how you want us to work together.

Quality solutions to meet your needs

We believe our approach gives our clients access to market leading propositions, with the flexibility to tailor solutions to ensure we are always putting our clients’ needs and goals at the heart of our recommendations. On this page you'll find examples of the providers we can assist with.

In every case, your planner has the discretion to select more widely if you have a particular requirement which can’t be met through our core or panel propositions. We continue to manage investments and products from many different providers where these retain value or benefit for our clients.

Where we recommend a product or investment option, we’ll only do so where we believe it’s right for you.

In working with a carefully selected range of providers, we offer Restricted Advice. For further information, please contact one of our Financial Planners.

For clients who hold existing investments or products which are not on the above list, we will consider these when advising you on your financial plan. In most cases, we will include them in our recommendations. And if you take advantage of one of our ongoing advice services, we may continue to manage these investments for you as part of your overall financial plan.