Discretionary Management, Outsourcing and Investments with a difference. A platform based investment & wealth management service for UK Advisers of all types. Visit our Intermediary Website for more details
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This service is designed for larger portfolios and enables clients to personalise our investment management system to create portfolios, activity, reporting and benchmarks tailored to their specific circumstances.
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Wealth management service for Intermediaries & their clients. Discretionary Funds, MPS, and bespoke solutions for all types of client
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We are the biggest VCT broker in the country. We offer market leading discounts – up to 4% saving against the initial charge. Over £5 million has been saved by HL VCT clients during the last three tax years.
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A good way to invest in a particular sector or region. Investments are chosen by professional fund managers who constantly monitor companies, economic conditions and markets to meet the fund’s objectives. You can invest in our actively managed funds through a stocks and shares ISA or unit trust.
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The cash investment fund is available as a unit trust investment, but not as an ISA. Our cash fund isn’t a deposit account and your capital isn’t guaranteed. The value of your investment may fall as well as rise and you might not get back your original investment.
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Our ethical investment fund screens companies in the FTSE 350 Index against a range of ethical and environmental policies. It only invests in those that meet the EIRIS criteria we’ve selected. You can invest in this ethical fund through a stocks and shares ISA or unit trust.
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If regular income from your investment is more important to you than growth, you could consider our income investment funds.
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The easy way to take your pick of the world’s major markets.
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Aim for growth, income or a balance of both by investing in several funds at the same time through one simple fund-of-funds investment.
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We offer a range of 9 retail unit trust and OEIC funds designed for capital growth and/or income requirements and are ISA qualifying. Financial Advisers should visit our site for our Key features and Application forms.
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Scottish Widows Investment Partnership (SWIP) is one of Europe's largest asset management companies and part of Lloyds Banking Group. Managing funds worth £84.7bn*, we have a broad product range designed to meet investor needs.
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A Selftrade self-select Shares ISA puts you in control so you can tailor your portfolio to include investments that you think will yield the best returns.
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Vestra Wealth offer fully bespoke Discretionary Management, or MPS & Models through tax wrappers and platforms. Visit the site to learn more about our Intermediary services
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"It's only when the tide goes out that you learn who's been swimming naked." Witan is a leading global growth fund offering a full range of investment products including an ISA, transfer PEP and saving plans for both adults and children alike. You can also open a Share Plan , online, fund it through Debit Card Payment, and start trading straight away.
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