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

Joe Biden unveils $1.9 trillion Coronavirus relief proposal

Joe Biden unveils $1.9 trillion Coronavirus relief proposal

Welcome to our weekly newsletter, where we summarise the key market developments over the last seven days
2021: A new cycle of economic growth and renaissance

2021: A new cycle of economic growth and renaissance

A new year dawns with a heightened need for a fresh start. With 2020 now firmly behind us, we can approach this year with renewed hope and a desire to seek new and exciting opportunities. Caution will need to be exercised, but there is much to feel positive about.
Sanlam Investments to take on eight Smith & Williamson-managed funds

Sanlam Investments to take on eight Smith & Williamson-managed funds

Sanlam Investments today announces that it has agreed to assume responsibility for managing eight funds currently managed by Smith & Williamson Investment Management LLP.
UK and EU agree landmark trade deal

UK and EU agree landmark trade deal

After years of negotiations, the UK and the EU have finally agreed a deal. Sanlam CIO Phil Smeaton shares his initial view on the fallout for investors.
Bringing out the best in us

Bringing out the best in us

The pandemic has galvanised many people to help the vulnerable and elderly during the Covid-19 crisis. Guest writer Ray Philpott finds out what motivates these actions.
How our investment approach fared in 2020

How our investment approach fared in 2020

The word ‘unprecedented’ was deemed the most overused word of 2020, but there are few better ways to describe the past year. As light starts to flicker at the end of the tunnel, we reflect on an extraordinary period and the lessons we’ve learned along the way.
Sanlam investment update - the global hunt for yield

Sanlam investment update - the global hunt for yield

Sanlam CIO Phil Smeaton assesses market conditions, the investment outlook and the resulting impact on our clients' portfolios in this month's investment update.
UK continues growth despite no deal probability

UK continues growth despite no deal probability

Welcome to our weekly newsletter, where we summarise the key market developments.
The UK becomes the first western country to license a COVID-19 vaccine

The UK becomes the first western country to license a COVID-19 vaccine

Welcome to our weekly newsletter, where we summarise the key market developments over the last seven days
The promise of a vaccine sees value stocks turn a corner

The promise of a vaccine sees value stocks turn a corner

When equity markets rallied 8% on the announcement of BioNtech and Pfizer’s Covid-19 vaccine, it showed how eager investors were for good news. But as global lockdowns persist, it’s clear we’re not out of the woods yet, and markets pulled back again accordingly. What we did see, though, was a change in sentiment towards value stocks, which has interesting implications for investors.
Chancellor issues challenging spending review

Chancellor issues challenging spending review

Welcome to our weekly newsletter, where we summarise the key market developments
2020 Hindsight - How will investors remember this year?

2020 Hindsight - How will investors remember this year?

Join our Winter investment seminar on 3rd December 2020.
Further COVID-19 vaccine breakthroughs

Further COVID-19 vaccine breakthroughs

Welcome to our weekly newsletter, where we summarise the key market developments over the last seven days.
Hybrid capital: Secure income for uncertain times

Hybrid capital: Secure income for uncertain times

At a time when developed market government bond yields are close to zero, or negative in some cases, and companies are cutting or cancelling their dividends, there is much to be said for asset classes which offer a healthy and stable yield.
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