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A selection of tools and resources exclusively for our clients

The links below will take you to a range of different tools, platforms and resources that our clients can use to keep track of their portfolios and policies, keep up-to-date with market events, or learn more about investment.

Please bear in mind that these websites are operated by third parties, and we cannot accept responsibility for their content. Always consult with an independent financial professional before you rely on the information therein.

Not sure which platform is yours?

Ascentric

Started in 2006, Ascentric now look after 80,000 investors and hold over £15bn of investments.

Russel Wealth Management

A leading global investment solutions partner, dedicated to improving people’s financial security.

Old Mutual Wealth

A UK leader in the new model of long-term investments, offering flexible and tax-efficient solutions through its investment platform.

Aegon Cofunds

One of the world’s largest providers of life insurance, pensions and asset management which traces its roots back to 1831.

Standard Life

Standard Life, we’ve been helping customers with their life savings for nearly 200 years, and recently partnered with the Phoenix Group.

Legal & General

A top 20 global asset manager and the UK’s largest provider of individual life assurance products.

Aviva

With over 15 million customers in the UK, Aviva is the largest insurance company in the UK.

Please note

The links on this page will take you to websites operated by third parties. We do not endorse, or accept responsibility for the content of these websites.

Visitors to any linked websites should not use or rely on the information contained therein until they have consulted with an independent financial professional.