Our advice

We provide an holistic financial advice service to individuals. Our investment process is unbiased, multi-asset, actively managed and diversified across regions and sectors. Because we primarily promote our own investment products, we are classed as providing restricted advice. However, we can also recommend investment offerings from other firms, without bias, based on our disciplined research and analysis process.

For professional intermediaries and advisers we understand the importance of thorough due diligence on any company that you work with. To help you meet your regulatory obligations to your clients, we will be delighted to provide either detailed answers to your own due diligence questionnaire or a full document of our own, tailored for our relationship with you and the services that are of interest. This includes but is not limited to:

  • Our strength and credit rating

  • Our team, their experience and areas of specialist expertise

  • Our investment philosophy and approach

  • The risk-graded design of our propositions

  • Business continuity processes

  • Legal and compliance processes

  • Our TCF culture