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: July 2017

There was plenty of information in July for investors to absorb, mostly in the context of potential shifts to both monetary and fiscal policy...

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Tax tightening for pensions and property, where can investors go?

From a tax perspective, pensions and property investments are now under much closer scrutiny. Stuart Lewis demystifies the new regulations and...

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Octopus acquires 149MW portfolio of four UK-based onshore wind projects

The acquisition of onshore wind projects from Blue Energy will provide enough energy to power around 125,000 households.

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