We go the extra mile for thousands of financial advisers up and down the country. And we know that sometimes it’s the simple things that really matter.

Like answering the phones and returning emails. Not just taking the time to get to know you, but also making sure we know our products inside out. It’s why financial advisers have awarded us ‘Five Stars’ at the Financial Adviser Service Awards three years in a row, and crowned us ‘Best Tax and Estate Planning Solutions Provider’ at the Moneyfacts Awards 2016. If you’re happy, we’re happy.

Products and services

Our investments are designed to help with the everyday financial issues faced by real people. And we want to make a big impact in everything we do.

Market-leading VCTs

The UK’s largest provider of Venture Capital Trusts. Because we’re big believers in smaller companies.

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Estate planning investments

Several ways to help clients pass on more of their wealth. Including an inheritance tax-free ISA.

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Multi manager funds

A comprehensive range of investment portfolios to suit different risk and return appetites.

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News and insights

Oliver Wallin's Capital Markets Update: March 2017

The economic numbers underpinning capital market activity showed steady, if unspectacular, growth.

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Oliver Wallin’s Capital Markets Update: February 2017

While the US Federal Reserve may be poised to raise interest rates, there’s the potential for shocks in forthcoming elections in Europe.

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Are your clients ‘in the know’ about inheritance tax?

Our survey suggests most people in the UK don’t know enough about the impact of the residence nil-rate band. Jessica Franks explains why.

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