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If you manage clients with complex wealth planning needs, we have a team of experienced professionals committed to making your life easier.
Alongside their dedicated support, we offer quality tax wrappers through our SIPP and International Bond. These give you full investment autonomy, as well as easy access to trusted technical expertise. All of which is bound by our premium service offering.
Why you should work with us
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Hands-on support
We know your clients have big expectations. That's why we put a team of great people behind you - all working to make sure you can meet the highest of demands.
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Flexible products
With our SIPP and International Bond, you build bespoke, value-for-money client solutions around your chosen investment strategy.
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Technical strength
Our technical specialists can help you stay on the right side of your regulatory responsibilities, giving you more room to focus on what's really important - your clients.
Meet the team
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A track record of experience and excellence
20
years' experience in the private client market
Over £8bn
private client assets under management
5 Star
independently rated SIPP and International Bond
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