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About us
We’re an award-winning FTSE 100 company with £118.7 billion of client funds under management, providing wealth management solutions from investments to pensions. We commenced trading in 1992 and we’ve become the largest company in our sector in the UK.
We put long-term relationships and advice that clients trust at the heart of everything we do. Our personalised advice covers financial, investment and tax planning, designed specifically for clients’ lifestyle goals and stages of life. Our ethos is built on achieving the best possible outcomes for clients and ensuring that they are well served by our long-term, face-to-face, relationship-based approach to managing their financial affairs, helping them achieve their lifestyle objectives. Our advice service is delivered exclusively by over 4000 qualified advisers, who are our dedicated distribution network called ‘the Partnership’.
Our Academy was launched in 2012 to offer a career development programme for outstanding individuals with no previous experience of giving personal financial advice, retraining them to become financial planners. Since 2012, we’ve created over 600 SMEs across the UK