Your personal adviser

The relationship between you and your Personal Wealth Adviser lies at the heart of what we do. From the beginning, we will work to get to know you and your family’s goals.

Our Personal Wealth Advisers are based all over the UK to provide a local service. They are empowered to try to create the best financial outcomes for you. We measure our success by how well we look after customers, not on how many products we sell.

Our Personal Wealth Advisers are all highly-skilled professionals who adhere to industry-recognised professional, educational and ethical standards.

We also provide you with great technology as well as dedicated support teams based in the UK ready to speak to you.

You will also have access to great technology including 24/7 online access where you will be able to view your investments taken out with us, as well as looking at the last financial plan we created for you. If you prefer, there are dedicated support teams based in the UK ready to speak to you.