Product Partners

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:

SIPPs

AJ Bell Investcentre
Cabot Trustees
Curtis Banks
DA Phillips & Co
Dentons Pensions
DP Pensions
Hartley SAS
Hornbuckle Mitchell
Intelligent Money
IPM SIPP
IPS Pension Trustees
James Hay
Lifetime SIPP
London & Colonial

LV=
Merchant Investors
Pointon York
Sanlam Investment & Pensions
SippCentre
Suffolk Life
Talbot and Muir
The Company SSAS Limited
Tower Pension Trustees
Xafinity
Yorsipp Limited

Offshore Bonds

AXA (IoM & Dublin)
Canada Life International (IoM & Dublin)
Friends Provident International
IOMA Life
Merchant Investors
Sanlam Investment & Pensions

Onshore Bonds

Sanlam Investment & Pensions

Platforms

Aegon ARC
Nucleus
Transact
Novia
Seven IM

QNUPS

Cavendish Corporate Investments