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

Steve Neal
Steve Neal
Account Director (South East Coast)
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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

US Election 2024 and the impact of Trump 2.0

US Election 2024 and the impact of Trump 2.0

Trump 2.0: what are the market risks?
What is the difference between financial advice and financial planning?

What is the difference between financial advice and financial planning?

Financial planning and financial advice are closely related but distinct services you might want to use to manage your money effectively. We explore how they differ.
How Are Markets Reacting to Election Results?

How Are Markets Reacting to Election Results?

Welcome to our weekly newsletter, where we summarise market activity over the past seven days.
Labour wins by a landslide; France’s election result brings uncertainty

Labour wins by a landslide; France’s election result brings uncertainty

In the UK, as predicted, the Labour party has been elected to government with a large majority. UK financial markets have been relatively stable throughout the election process and the market reaction overnight remained limited. 
Investing in Collectibles: What are the Pros and Cons?

Investing in Collectibles: What are the Pros and Cons?

Welcome to our weekly newsletter, where we summarise market activity over the past seven days.
Should you rush to pay private school fees upfront ahead of the general election?

Should you rush to pay private school fees upfront ahead of the general election?

We look at the impact of the introduction of VAT on private school fees, which forms part of the Labour party’s election manifesto.  
The Gender Pensions Gap: What is it & What can be done

The Gender Pensions Gap: What is it & What can be done

Welcome to our weekly newsletter, where we summarise market activity over the past seven days.
Football and Investing, are there parallels?

Football and Investing, are there parallels?

Welcome to our weekly newsletter, where we summarise market activity over the past seven days.
Does it pay to be patient with your investments?

Does it pay to be patient with your investments?

Welcome to our weekly newsletter, where we summarise market activity over the past seven days.
Examining the Role of Central Banks

Examining the Role of Central Banks

Welcome to our weekly newsletter, where we summarise market activity over the past seven days.
Fireworks on 4 July or 5 November?

Fireworks on 4 July or 5 November?

The Fourth of July is America’s Independence Day, and this year it’s also the day British voters will go to the polls to elect the next government. Americans, meanwhile, will vote in a presidential election on 5 November (the UK’s Guy Fawkes Night), and we expect fireworks as US voters choose between two candidates with polar opposite views.
Navigating the Investment Landscape: UK Inflation and Elections, Sustainability Trends and Millennial Impact

Navigating the Investment Landscape: UK Inflation and Elections, Sustainability Trends and Millennial Impact

Welcome to our weekly newsletter, where we summarise market activity over the past seven days.
Interest rates: Insights and Implications

Interest rates: Insights and Implications

Welcome to our weekly newsletter, where we summarise market activity over the past seven days.
Bank of England keep rates unchanged, but make hints towards pre-autumn cuts

Bank of England keep rates unchanged, but make hints towards pre-autumn cuts

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