Security of your investments
Platform providers
In order to benefit from the full experience of our investment team we manage clients’ funds in model portfolios. The choice of portfolio will be bespoke to the client’s needs, and the funds they invest in are held on one of our preferred secure platforms.
These platforms give us the flexibility to hold any investments that we consider suitable and give us the freedom to tailor a plan to meet our clients’ specific investment goals.
By working closely with our platform providers, we have built a good working relationship which has enabled us to negotiate lower charging structures and, moreover, the high standards of customer care we insist on for our clients.
To ensure that they remain financially strong, competitive on cost, have the right investment offerings, and provide the appropriate level of client care, we undertake regular annual due diligence with all the platforms we work with.
All the online platforms we use are secure and accessible by our clients 24/7, giving them the opportunity to view the performance of their portfolio whenever they wish.
AJ Bell Investcentre
Aegon
Aegon is a multi-national pension, insurance and investment group, and ARC is its investment platform. Aegon has assets under management of £542bn and ARC has £7.4bn. Aegon is rated A+ by Standard & Poor’s, and AA- by Fitch.
Ascentric
Owned by Royal London Group, Ascentric offers an investment platform called Investment Funds Direct and has assets under management of £14.4bn, an A rating from Standard & Poor’s and an A2 rating from Moody’s (2015 ratings).
Chamberlain Stean & West
Raymond James
Raymond James is a wealth management business, supporting over 100 independent practices that represent a mix of private client investment managers and investment focused financial planners located throughout the UK.
Standard Life
Transact
