Hearthstone Investments

Hearthstone Investments launched the UK’s first open-ended residential property fund approved by the FCA for retail distribution in 2012.

The TM home investor fund now has a 5-year track record, holds some 200 properties across mainland UK, and is available on most major UK platforms as well as via SIPPs, ISAs, Offshore Bonds and Trusts.

Residential property can help diversify a portfolio both in terms of capital risk and income. On a stand-alone basis, a residential property fund could be of interest for those looking for an alternative to Buy-To-Let investing, or others saving for a deposit.

You can find more information on our website: www.homeinvestor.fund.

 

Puma Investments

Puma Investments offers a range of tax-efficient investments with a proven track-record of delivering for our investors and the businesses we support.

We are proud to be part of Shore Capital, a wider financial services group with a 30+ year track record of excellence, a strong balance sheet and a 160 strong multi-disciplinary team across five offices.

To date we have raised over £357 million since 2005 and, more importantly, over £113 million has been paid in dividends to shareholders. We focus on 3 core activities: Growth Capital for UK SMEs, Property Finance and Listed Equities.

Please refer to our website at www.pumainvestments.co.uk or call 020 7408 4070 if you are interested in any of our investment opportunities.
Follow Puma Investments on LinkedIn here.

 

Aegon

Aegon UK offers retirement, workplace savings and protection solutions to around 2,000,000 customers. Named one of the 30 most innovative companies in the UK in the Market Gravity Innovation Insider Index 2015, they are the only multi-channel platform provider in the UK servicing all workplace, advised and direct markets.

Aegon is one of the UK’s leading protection providers covering customers against unexpected events such as critical illness. 

Aegon’s platform is one of the fastest growing in the UK reaching c£9bn as of September 2016.  With acquisition of Cofunds in August 2016, Aegon will become of the largest platform businesses in the UK and intends to invest in the platform for the benefit of its users. 

As part of the Aegon group, they have businesses in over 25 markets in the Americas, Europe and Asia.

Visit www.aegon.co.uk/advisers for more information.

 

The Association of Investment Companies

The Association of Investment Companies (AIC) represents the interests of the investment trust industry and their members include a broad range of closed ended investment companies, investment trusts and VCTs. The AIC has 338 members and the industry has total assets of approximately £113 billion. The AIC lobbies on behalf of its members, promotes best practice and provides information and training on investment companies to financial advisers. To find out more about our training programme and information on investment companies please go to our adviser website

Website

Ascentric

With its open architecture and unrestricted access to third party products and tax wrappers, the Ascentric Wrap is well positioned to meet the needs of advisers arising from the Retail Distribution Review.

• Unbiased access to third party products
• A range of tax wrappers
• Over 3,000 funds, shares, bonds & cash
• Transparent adviser charging
• Competitive pricing

Website

Aviva

We know you need more than just the right life and pension products to service your clients well. AvivaNewThinking.co.uk is just one way we're giving you the extra support you need.

Developed with some of the UK's leading experts, you'll find easy-to-use resources such as videos, books and guides on topics from social marketing to behavioural science. And you may be able to use them towards your CPD hours.

See how a little #AvivaNewThinking can make a big difference to your business.

Website

AXA Wealth

AXA Wealth is part of the AXA Group, one of the largest companies in the world. We distribute a range of pension and investment products to help meet the needs of you and your clients.

We strive to provide you with market-leading propositions and specialist technical and business consultancy support to help you deliver the best advice to your clients and build a successful advisory business. Your success is our success.

Website

Birthstar

Birthstar is a research and advisory firm, with specialist expertise in developing, analysing and benchmarking target date strategies. It brings together expertise in investment theory, behavioural science, and technology to deliver engaging user experiences, and target better customer outcomes. BirthStar® is a member of Level39, Europe's largest technology accelerator.

Website

Defaqto

Independent financial researcher Defaqto provides a wide range of tools to support advisers' delivery of compliant, professional and efficient advice.

Defaqto's solutions include:

• Research software – Defaqto Engage – which provides integrated product, platform and fund research in one place. Engage has now been enhanced with client risk profiling – enabling advisers to risk profile their clients and access our mapped fund ranges to help them select funds that match clients' risk profiles
• Panel creation and audit support
• Unbiased knowledge and education - spanning CPD-accredited publications and events, and independent Star Ratings (products), Diamond Ratings (funds) and Service Ratings.

Website

Dimensional

Dimensional Fund Advisors Ltd. aims to deliver the performance of capital markets and add value through portfolio engineering and trading. The firm's broadly diversified mutual funds are designed to precisely target the dimensions of risk identified through decades of research and capture their expected returns. As of June 4, 2010, Dimensional managed £110 billion for the clients of fee-only financial advisers and institutional investors worldwide.

Website

ETF Securities: Gold Sponsor

ETF Securities is one of the world's leading, independent exchange-traded product (ETP) providers and a pioneer in commodity ETPs. Our work in this asset class is complemented by a range of other investment solutions including currency and thematic equity ETPs. We are dedicated to developing liquid, transparent investment products that can be traded on world stock exchanges. Likewise, we strive to deliver best of breed products, insightful investment research and excellent client service.

Website

Fidelity Worldwide Investment

Fidelity Worldwide Investment was founded in 1969 and remains true to one simple goal – to achieve outstanding investment returns for their clients. To make that possible, over 350 investment professionals around the world are actively engaged in researching and managing equity, fixed income, property and multi asset portfolios for the benefit of individuals, institutions and multinational companies.

Website

Henderson Global Investors

Henderson Global Investors is an international investment company with a strong reputation going back to 1934. With more than £75.2 billion* in assets under management its global client base includes individuals, private banks, third-party distributors, insurance companies, pension funds, government bodies, investment trusts and corporate entities.

As a pure investment manager focused on delivering performance for clients, Henderson offers investments across global equity, fixed income, currency and property asset classes, as well as alternative products such as private equity and hedge funds, providing investors with a strong choice of investment strategies spanning the spectrum of risk and return.

*Source: Henderson Global Investors, at 31 December 2013

Website

Independent Health Care Solutions

IHCS are a specialist insurance broker focused on partnering with financial planning firms and providing expert advice on private medical insurance (PMI), dental insurance, health cash plans and medically related services. We are searching for firms who recognise the importance of bringing expertise to the table for the mutual benefit of their clients. We remove all the headaches associated with offering PMI advice to your clients and also offer market leading levels of introducer commission. We offer advice across the spectrum, from private individuals to large corporate clients. If you struggle at all offering PMI advice or wish to open up a new revenue stream from your existing clients, this is exactly the right solution for you.

Contact:

Jim Jackson Dip CII
Sales & Marketing Director
Telephone 01274 693020
Fax 01274 678718
email: jim@ihcs.co.uk
www.ihcs.co.uk

iShares

iShares is a global leader in exchange-traded funds (ETFs), with more than a decade of expertise and commitment to individual and institutional investors of all sizes. With over 750 funds globally across multiple asset classes and strategies and more than $1 trillion in assets under management as of September 30, 2015, iShares helps clients around the world build the core of their portfolios, meet specific investment goals and implement market views. iShares funds are powered by the expert portfolio and risk management of BlackRock, trusted to manage more money than any other investment firm.^[1]

^[1] Based on $4.65 trillion in AUM as of 12/31/15.

Website

James Hay Partnership

James Hay Partnership, the platform for retirement wealth planning, has been working with financial advisers and clients for over 30 years to administer pensions, savings and investments in a cost and tax efficient way. Today over 50,000* clients trust us to look after more than £16 billion* worth of pension and investment savings.

From the very first day we have challenged industry norms as we've responded to changing client needs - from being the first SIPP provider in the UK, through to developing our modular approach to retirement wealth planning, which we launched in 2013.

The Modular iSIPP embraces fair and flexible pricing meaning the customer only pays for what they use, while they use it. This has now been evolved through the Modular iPlan to include other non-pension wrappers such as GIAs and ISAs.

We are able to continue to innovate thanks to being part of the IFG Group, a focused financial services company specialising in the provision of independent financial advisory and administrative services.

IFG Group plc is listed on the Irish and London Stock Exchanges.

*as at March 2018

Website

Just

We are Just - about us

We’re one of the UK’s leading providers of specialist financial services solutions, completely focused on meeting the needs of people thinking about, approaching, or in retirement.

Just is honest and moral with a strong social purpose. A beacon within financial services. We believe everyone deserves a fair, secure and fulfilling retirement, and that financial intermediaries are best placed to help people with the choices they need to make to achieve this.


Website

Metlife

Since entering the UK market in 2007, MetLife has been focussed on bringing clients a genuine alternative to all other retirement and investment solutions out there.

Our aim is to help you build financial freedom for your clients by offering financial security, whatever the economic conditions.

We offer a range of unit-linked guarantees across investment and retirement products, offering capital and income security, as well as the opportunity to lock-in investment growth.

Website

Morningstar

Morningstar is a leading global provider of independent investment research. In the UK, our Adviser Workstation service provides valuable support for financial advisers in the critical areas of asset allocation and portfolio construction and management.

Morningstar has built an enviable reputation as a trusted source for insightful information on managed funds and for its expertise and understanding in supporting advisers to help customers make better investment decisions.

Website

NS&I

NS&I has been looking after the nation's finances for over 150 years. Today we're one of the UK's largest savings organisations, with over 25 million customers and over £100 billion invested. Backed by HM Treasury, we offer a range of secure products which can help to balance risk in your clients' portfolios.

Website

Nucleus Financial

Nucleus is a wrap provider founded in 2006 by a number of quality IFAs to initiate a sea-change in the investment and pensions market. The central innovation is the IFA based ownership structure and all that flows from this control.

Website

Oasis

Oasis, is a wealth management company focused on growing its clients investments through delivering excellence in performance, client service and administration. Oasis commitment to world-class wealth management solutions is offered through its innovative, ethical and sustainable products which are managed according to Islamic principles by a highly experienced and skilled investment team.

Website

Oasis

Oasis, is a wealth management company focused on growing its clients investments through delivering excellence in performance, client service and administration. Oasis commitment to world-class wealth management solutions is offered through its innovative, ethical and sustainable products which are managed according to Islamic principles by a highly experienced and skilled investment team.

Website

Schroders

Schroders is an independent, dedicated asset manager with a strong heritage and culture based on over 200 years' experience of investment markets. We manage £276.2 billion on behalf of institutional and retail investors, financial institutions and high net worth clients from around the world, invested in a broad range of asset classes across equities, fixed income, multi-asset and alternatives.

Website

Source

Source is one of the largest providers of exchange traded products (ETPs) in Europe, with almost $20 billion* of assets under management. Source's range of products offers investors exposure to equity, fixed income and commodity markets worldwide. This includes low cost products that track key benchmark indices, actively managed funds and innovative "smart beta" products.

For more information, please contact ukinfo@sourceetf.com.

*Data as at 31/07/15

Website

Standard Life

Standard Life is a leading life savings business that has been successfully helping people manage their money and invest for their future for almost two centuries. We are primarily based in the UK, with operations in Ireland and Germany. Around 4.5 million customers trust us with their savings; and our teams of experts aim for excellence in everything they do.

We have long been recognised as a leading provider of workplace saving solutions, supporting the needs of employers and their employees. More than one in eight people who have auto-enrolled into a workplace pension in the UK have done so with Standard Life. Today our workplace pension and savings products are being used by 1.8 million customers, with assets of £40.2 billion*.

We also work with and support financial advisers. Our award-winning platforms, Wrap and Elevate, help financial advisers in the UK to provide high-quality financial planning services to their clients. £54 billion* of assets are currently invested across the Standard Life platforms.

We aim to be customers’ first choice for their savings and our expertise is underpinned by a deep understanding of the current and future needs of our customers and clients, and their advisers. We invest to support these needs and help our customers as they plan their future.

Standard Life is part of Standard Life Aberdeen plc and able to draw on the financial strength and investment expertise of a FTSE 100 and Fortune Global 500 company that is one of the world’s largest investment companies.

* AUMA data as at 31 December 2017.

You can follow Standard Life on www.twitter.com/@SLA_plc.

Website

Transact

Transact is the first independent, IFA-only Wrap service to be launched in the UK in 2000. Transact provides a full range of open architecture tax wrappers which can purchase, hold and report on virtually any asset that is tradeable and priceable in the UK, including all Unit Trusts, OEIC's, Investment Trusts, Equities, Gilts, VCT's, ETF's Hedge Funds and cash.

Website

Vanguard

The Vanguard Group established the first index fund in the US in 1976 and today manages £1.7 trillion in assets worldwide.1

Vanguard established a UK presence in 2009 and offers UK investors a range of low-cost passive funds and five LifeStrategy single-fund solutions.

1 Data correct as at 31/03/2014. Vanguard Investments UK, Limited is authorised and regulated in the UK by the Financial Conduct Authority.

Website

Royal London

We're the UK's largest mutual life, pensions and investment company. When we first opened our doors in 1861, we wanted to help people to help themselves. And it’s been our way of thinking ever since. As a mutual, we're owned by our customers. So you can be sure that absolutely everything we do has their long-term interests in mind.

We’re on your side

We believe the best customer outcomes are achieved through a combination of value-for-money propositions and impartial advice. That’s why we design a wide range of pension and protection solutions with advisers at the heart of our processes.

We believe in personal service, so you can expect direct contact with our experienced staff. But we also believe in great technology - through our innovative online services, you’ll have your client’s details at your fingertips. You’ll be able to access information, track progress and make live changes to their plan with us.

Why Royal London for your clients?

We like to think your clients will feel the benefit of being part of Royal London, rather than anyone else. For example, we’ll aim to give your pension clients a share of our profits each year to boost their retirement savings.

Your protection clients will also have access to our value-added benefit, Helping Hand - a package of services designed to give them the practical and emotional support they need at difficult times in their lives. All at no extra cost.

Visit the website

 

P1

P1 Investment Management (P1) is an adviser-led discretionary fund manager. Launched in 2016, P1 was developed from Prydis Wealth and has been operating and running portfolio since 2012.

P1 works closely with IFAs and uses technology to overcome the restrictions and limitations dominant in existing investment solutions. This allows it to provide efficient and effective solutions, at market leading prices.

P1 has a key focus on ethical and sustainable investing. It strives to raise awareness around the fundamental importance of ethical investment and increase familiarity with the concept. P1 specialises in the various approaches used for investing ethically.

Visit the website

James Hay Partnership

James Hay Partnership, the platform for retirement wealth planning, has been working with financial advisers and investors for over 30 years to administer pensions, savings and investments in a cost and tax efficient way. Today over 58,000* investors trust us to look after more than £25 billion* worth of pension and investment savings.

From the very first day we have challenged industry norms as we’ve responded to changing investor needs - from being the first SIPP provider in the UK, through to developing our modular approach to retirement wealth planning, which we launched in 2013.

The Modular iSIPP embraces fair and flexible pricing meaning the investor only pays for what they use, while they use it. This has now been evolved through the Modular iPlan to include other non-pension wrappers such as GIAs and ISAs.

We are able to continue to innovate thanks to being part of the IFG Group, a focused financial services company specialising in the provision of independent financial advisory and administrative services.

IFG Group plc is listed on the Irish and London Stock Exchanges.

*as at March 2018

Visit the website