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: June 2017

June saw investors focus on the likely direction of central bank monetary policies and fiscal measures taken by governments to stimulate econo...

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Time to embrace the growth potential of UK smaller companies

Richard Power explains why this exciting sector deserves a bigger role in the portfolios of investors seeking long-term capital growth.

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Oliver Wallin’s Capital Markets Update: May 2017

Investors nervously eyed safe haven assets and UK market uncertainty intensified following Theresa May’s calamitous election campaign and the...

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