Our Mission
To deliver a high quality personal wealth management service to a wide variety of clients, supported by a comprehensive range of services and investment solutions which reflect our core values and culture.
Our Story
Our aim is to revolutionise the way in which investment platform solutions are delivered. We believe that by using technology to deliver financial services, we empower financial advisers and their clients to take control of their futures.
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We do this by providing an open architecture, fully digital investment platform. Our services are delivered exclusively through our approved adviser network. Working together to plan, grow and protect clients’ financial futures.
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We are committed to being a leading responsible business, putting responsible and sustainable decision-making at the heart of everything we do to help our clients and communities to create the futures they want and embrace their tomorrow.
We focus our long-term business priorities on six core areas. In each of these, we maintain a consistent and rigorous approach to risk management and governance.
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We are simplifying operations at pace and accelerating our cost saving programmes in order to invest in the continuous improvement of our technology, increasing choice and innovation and consistently delivering value to customers.
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We will continue to pursue partnerships and to outsource where appropriate, benefitting from third parties that can make a positive impact for our customers.
