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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The Budget 2020: What you need to know to help your clients post image

The Budget 2020: What you need to know to help your clients

When the Conservatives won the General Election back in December 2019, it was on the back of some manifesto promises that would move the UK forward post Brexit. Now we have officially left the EU, the new Chancellor has stood up to deliver the first Budget of this new era, facing a number of challenges, which were not in anyone’s plans.
If it's not hurting, you are not doing it right post image

If it's not hurting, you are not doing it right

Lawrence Cook, Head of UK Intermediary Distribution, discusses the 'if it's hurting, it's working' school of thought.
Patience is key for citizens and investors post image

Patience is key for citizens and investors

Welcome to our weekly newsletter, where we summarise the key market developments
Suspended Property funds post image

Suspended Property funds

Recently, there have been a number of fund suspensions in the UK property sector because the Covid-19 virus has impacted the independent valuers’ ability to value UK property held as underlying investments in the funds.
Coronavirus special: counting the cost and looking ahead post image

Coronavirus special: counting the cost and looking ahead

This month we discuss why markets reacted so aggressively, and what we can expect in the weeks, months and years ahead.
Retirees: Is it time to review your investment and income strategy? post image

Retirees: Is it time to review your investment and income strategy?

As investors recently watched the value of their hard-earned savings tumble overnight, it gave rise to fear and panic. Younger investors have time to recover their losses, but what about those already in retirement, and particularly clients who need their pension savings for an income? Here we discuss some simple things you can consider in order to protect your future retirement income.
Markets stabilise after unprecedented stimulus post image

Markets stabilise after unprecedented stimulus

Welcome to our weekly newsletter, where we summarise the key market developments over the last seven days.
SIP Property Fund suspension post image

SIP Property Fund suspension

Sanlam Investment and Pensions (SIP) have taken the decision to temporarily suspend the SIP Property Fund from 12 noon on 23 March 2020.

Meet the Distribution Team

Richard Pursglove
Richard Pursglove
Group Head of Distribution
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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 (Midlands and North)
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Joy Fraser
Joy Fraser
Strategic Partnerships Manager
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Emma Phillips
Emma Phillips
Sales Support Executive
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The value of investments and any income from them can fall and you may get back less than you invested.