For advisers

We help your business thrive, so you can help your clients prosper.


Adviser businesses supported


Transactions processed a year

A rating

For financial strength by AKG

Our platform services


A platform that empowers you to do business your way, and to deliver more for your high-net-worth clients to meet their ever-changing needs.


A simple, cost-effective solution that helps you advise more efficiently, so you can spend more time with your clients.

Deliver more for your clients

Green spheres

Do business your way with Wrap

Wrap empowers you to do business your way and deliver more for the clients you serve.

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Lifetime allowance changes

Support to help you navigate the latest Lifetime allowance changes

People in circles

Consumer duty

Practical support to help you meet the Consumer Duty regulation. You can find our statement of target market documents here too.

Adviser Community

Help us shape future solutions around your business 

Help and support

Help & contact

Find guides, FAQs and contact details if you need support. Our dedicated teams are here to help.

Document centre

Search for product literature and forms in our document library.


Accredited Continuous Professional Development modules to help you keep your knowledge up to date.