While no two financial advisers are the same, they all want the same things for their clients: high quality products and services from a wealth manager they can trust.
 
We work with financial advisers across the UK – from local firms to large national networks – and our approach is one of partnership. Everything we do is designed to make life easier for you, allowing you to spend more time with your clients and running your business. As well as focusing on consistent investment performance, we can support you with timely economic and market updates, and regularly provide our thoughts on new legislation.  We are also able to provide a completely bespoke way of reporting and pride ourselves on high quality efficient administration and communication.

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Meet the Distribution Team

Lawrence Cook
Lawrence Cook
Head of UK Intermediary Distribution
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Phil Valentine
Phil Valentine
Distribution Operation Manager
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Bruce Coverley
Bruce Coverley
Account Director (East)
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Steve Neal
Steve Neal
Account Director (South East Coast)
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Grant Bentley
Grant Bentley
Account Director (South West)
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Ian Hunter
Ian Hunter
Account Director (South)
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Neil Parkinson
Neil Parkinson
Account Director (North and Scotland)
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Joy Fraser
Joy Fraser
Strategic Partnerships Manager
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Knowledge Hub

The Future of Cities

The Future of Cities

In preparation for the third event in our Invested in the Future series, "The Future of Cities", we take a look at the 15 minute city concept, which is starting to gain traction from Paris to Portland and Melbourne to Milan.
Sanlam Simplifies Global Inflation

Sanlam Simplifies Global Inflation

Tom Wells, Fund Manager, gives his views on global inflation, why now more than ever it could be eroding your portfolios and how to help mitigate it.
Bitcoin and S&P 500 Index hit record highs

Bitcoin and S&P 500 Index hit record highs

Welcome to our weekly newsletter, where we summarise the key market developments over the last seven days.
Delivering Advice Alpha

Delivering Advice Alpha

Increasingly the financial and popular press focuses on the cost of advice. But whenever you buy anything, there are two parts to the bargain - the price paid and the value received. And it’s within the gift of the adviser to turn the focus away from cost and towards value.
Data centres: enablers of our digital world and backbone of the future global economy

Data centres: enablers of our digital world and backbone of the future global economy

When it comes to real estate, data centres are about as unglamorous as you can get. Yet these large buildings housing servers, data storage, and mile-upon-mile of cabling are already of immense importance to the global economy and property investors.
Pub and restaurant industry sees bookings surge

Pub and restaurant industry sees bookings surge

Welcome to our weekly newsletter, where we summarise the key market developments over the last seven days
The future of security and our role on the front line

The future of security and our role on the front line

In the World Economic Forum’s analysis of top global risks, climate change and related issues are of primary significance, as are disease, digital inequality, and cyber insecurity. Nowhere do the words ‘war’ or ‘terrorism’ appear. Following our event, the Future of Security, we speak again to Jonathan Shaw who shares his thoughts on the most serious global security risks.
A positive outlook but beware of economic euphoria

A positive outlook but beware of economic euphoria

The global economic outlook is strengthening, and this view has been reinforced by many companies reporting expectation-beating earnings for the last quarter of 2020. But while good business results go some way towards explaining the confidence in equity markets, are they enough to justify inflated prices?
Would you pass the L'Oreal test?

Would you pass the L'Oreal test?

Lawrence Cook discusses Sanlam's recent client tax research and how advisers can add extra value to their clients.
The Future of Security

The Future of Security

Our safety and freedom are no longer fought for on distant battlefields. Instead, every one of us is on the front line when it comes to protecting our society and economy from global cyber espionage. That was just one of the sobering thoughts from our Future of Security virtual event held on Thursday 25 March.
Freeze on the Standard Lifetime Allowance – points to consider

Freeze on the Standard Lifetime Allowance – points to consider

The Lifetime Allowance freeze announced in the Budget is not material in the short term, however not having any increases in the LTA for the next five tax years could have a much larger impact, and, as time goes by, more people will be affected.
EU resumes use of AstraZeneca vaccine

EU resumes use of AstraZeneca vaccine

Welcome to our weekly newsletter, where we summarise the key market developments over the last seven days.
Market grows after US inflation and rescue package

Market grows after US inflation and rescue package

Welcome to our weekly newsletter, where we summarise the key market developments over the last seven days.
Budget 2021: 5 reasons to review your clients

Budget 2021: 5 reasons to review your clients

While the Spring Budget didn’t yield as many surprises as predicted, the freezing of all tax allowances will have an impact on clients over the next five years. In addition, ‘Tax Day’ on 23rd March could bring consultations on matters such as Capital Gains Tax changes. Here are five reasons why we think now is a good time to review client tax planning.
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The value of investments and any income from them can fall and you may get back less than you invested.