We understand how important it is to offer a truly holistic, one-stop discretionary management solution across a full range of tax-efficient wrappers.
We offer the freedom of choice as to how to best access our investment services. In addition to offering a standalone nominee and ISA service, we have developed working partnerships with a range of product providers offering a comprehensive range of tax structures, giving clients and their advisers the flexibility to choose the most appropriate solution for their needs.
If we don’t currently work with a preferred provider, we are happy to engage with any third party to develop a relationship with them.
We are currently linked to the following product wrapper providers:
Sanlam Investment & Pensions
Cavendish Corporate Investments