About us Brooks Macdonald Group is an independent company that specialises in providing investment management services in ... More

Charles Stanley is one of the UK’s leading independently-owned wealth management groups. Charles Stanley can trace its origin... More

We provide a complete financial planning and investment service to professionals, business owners, retirees and other high-ne... More

EBI model portfolios are an evidence-based investment solution, giving investors access to a highly diversified and low-cost ... More

EQ Investors is an award-winning discretionary fund manager working with advisers across the UK. We have a successful history... More

FE Investments is FE’s discretionary model portfolio service. We offer a range of model portfolios to the adviser industry vi... More

Fundment was launched with the primary aim of improving technology capability available to financial advisers as they strive ... More

Investec Wealth & Investment is one of the UK's leading investment management companies with responsibility for approximately... More

P1 Investment Management (P1) is a discretionary investment manager working closely with industry professionals, using techno... More

Pilling & Co was founded in Manchester in 1893 at the height of the cotton boom when the city was one of the wealthiest in th... More

Launched in 2010, PortfolioMetrix was designed and developed to challenge the old order of investment services available to f... More

Our reputation as a wealth management company has been built over 240 years thanks to exemplary personal service and our driv... More

Rivers Capital Management is a boutique discretionary fund manager that provides Financial Advisers with professionally manag... More

Who we are We’re Seven Investment Management – or 7IM – an investment management business that helps individuals and their... More

Why Tacit? An investment manager focused on your needs   Good financial planning and expert investment managemen... More

We are the partners of the Financial Adviser firms we work with, respecting and building on their relationship with their cli... More

​​​​​​Thesis has been established for over 40 years, based in Chichester, West Sussex, where our Head Office remains today. T... More