Individual

For people managing their own savings and investments.

Intermediary

For wealth managers and financial advisers managing savings and/or investments on behalf of someone else.

Institutional

For DC, DB and LGPS schemes, insurers, charities, universities, family offices and treasurers.

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For shareholders, careers and company information.

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Let us know if you're from a principal or network firm

List of principal firms or networks

  • 2 Plan Wealth Management
  • Beaufort Financial Planning
  • Evolution Wealth Network Ltd
  • Financial Advice Network
  • Lighthouse
  • Lyncombe Consultants Ltd
  • Network Direct
  • Personal Touch
  • Quilter Financial Ltd
  • Quilter Financial Services
  • Quilter Wealth Ltd
  • Sandringham Financial Partners
  • Sanlam was Tavistock / Finance Limited
  • Sense Network Ltd
  • TenetConnect Ltd
  • TenetConnect Services Ltd
  • The Chambers Partnership
  • The On-line Partnership
  • The Tavistock Partnership was Duchy
  • The Whitechurch Network
  • ValidPath Financial Ltd
  • ValidPath Ltd
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Risk warning

The value of investments can go down as well as up, and the investor could get back less than was paid in. Laws and tax rules may change in the future. Personal circumstances and where the investor lives in the UK will also have an impact on tax treatment.