Proposed acquisition of interactive investor

We are excited to announce our proposed acquisition of interactive investor, the leading UK subscription-based investing platform. Together we can help you be better investors and have financially secure futures in a way that works for you. From self-directed investing through to high-touch financial planning and wealth management, we will be there for you.

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    We’re a top 10 UK financial advice company*

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    We have a nationwide advice team, supporting clients since 1972

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    We currently support over 25,000 clients**

What can we help you with?

What our clients say about us

  • “Very knowledgeable and informative adviser backed up by the reputation of a world-class company."

  • “The entire experience has been a pleasure...the people we’ve dealt with are all very friendly and reliable, plus we have full trust in the entire process.”

  • “Absolute first-class service. Would highly recommend them for the professional and personal service I received.”

What you pay and when

We’ll always be completely open and clear about what you’ll pay. Your first call and initial adviser consultation are always free.

What you pay is based on the unique mix of services you need. And you won’t pay anything until you’ve seen and agreed the fee for the services you want.

Commonly clients pay in the region of a 1-1.5% one-off fee and a 0.69% ongoing charge for the assets we’re managing for them. For focused retirement advice, this can be just a £499 one-off fee and a 0.4% ongoing charge for the assets we’re managing.

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    Free initial consultation

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    No hidden fees

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    Pick services to meet your needs

*FTAdviser Top 100 Financial Advisers 2020
**At August 2021