While no two financial advisers are the same, they all want the same things for their clients: high quality products and services from a wealth manager they can trust.
 
We work with financial advisers across the UK – from local firms to large national networks – and our approach is one of partnership. Everything we do is designed to make life easier for you, allowing you to spend more time with your clients and running your business. As well as focusing on consistent investment performance, we can support you with timely economic and market updates, and regularly provide our thoughts on new legislation.  We are also able to provide a completely bespoke way of reporting and pride ourselves on high quality efficient administration and communication.

Meet the Distribution Team

Grant Bentley
Grant Bentley
Account Director (South West)
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Ian Hunter
Ian Hunter
Account Director (South)
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Knowledge Hub

Real Estate: Traditional Foundations, Emerging Opportunities

Real Estate: Traditional Foundations, Emerging Opportunities

Welcome to our weekly newsletter, where we summarise market activity over the past seven days.
Infrastructure's place in Investments

Infrastructure's place in Investments

Welcome to our weekly newsletter, where we summarise market activity over the past seven days.
Trump and his Trade Tariffs

Trump and his Trade Tariffs

Welcome to our weekly newsletter, where we summarise market activity over the past seven days.
The land of the Rising Sun, and Falling Markets: Japan's Economic Challenges

The land of the Rising Sun, and Falling Markets: Japan's Economic Challenges

Welcome to our weekly newsletter, where we summarise market activity over the past seven days.
What does the Budget mean for investors?

What does the Budget mean for investors?

Now that the political and financial market uncertainty from the autumn Budget on 30 October has settled, we can consider what some of the planned changes might mean for investors.
The Concentration Conundrum: Protecting Your Portfolio in a Volatile Market

The Concentration Conundrum: Protecting Your Portfolio in a Volatile Market

Welcome to our weekly newsletter, where we summarise market activity over the past seven days.
11 autumn Budget changes that could affect your finances

11 autumn Budget changes that could affect your finances

The Chancellor Rachel Reeves has just delivered her first Budget speech to the House of Commons, in which she pledged to raise £40bn from a series of changes to the tax regime.
Interest Rates and Their Impact on the Economy

Interest Rates and Their Impact on the Economy

Welcome to our weekly newsletter, where we summarise market activity over the past seven days.
Gold's place in a portfolio

Gold's place in a portfolio

Welcome to our weekly newsletter, where we summarise market activity over the past seven days.
Geopolitical events and the economy

Geopolitical events and the economy

Welcome to our weekly newsletter, where we summarise market activity over the past seven days.
The balance between Concentration and Diversification

The balance between Concentration and Diversification

Welcome to our weekly newsletter, where we summarise market activity over the past seven days.
Winter fuel cuts point to gloomy Budget but economy may still surprise

Winter fuel cuts point to gloomy Budget but economy may still surprise

In his address to the Labour Party Conference in Liverpool last month, the Prime Minister said the first step of his long-term plan for Britain was “stabilising the economy”.
China Unveils Stimulus to Boost Economy

China Unveils Stimulus to Boost Economy

Welcome to our weekly newsletter, where we summarise market activity over the past seven days.
Bank of England and Federal Reserve make interest rate decisions

Bank of England and Federal Reserve make interest rate decisions

Welcome to our weekly newsletter, where we summarise market activity over the past seven days.
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The value of investments and any income from them can fall and you may get back less than you invested.