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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Affordability of owning a racehorse - should you invest? post image Affordability of owning a racehorse - should you invest?
Buying your very own racehorse takes the racing experience to a whole new level, and it's surprisingly affordable.
Sanlam UK’s Income Study post image Sanlam UK’s Income Study
Our round-up of the top performing UK equity income funds in 2019.
Noise, Sell-offs and Recovery - Weekly market update post image Noise, Sell-offs and Recovery - Weekly market update
Welcome to our weekly newsletter, where we summarise the key market developments over the last seven days.
Onus placed on monetary policy to avoid recession post image Onus placed on monetary policy to avoid recession
Pressure is building on central banks to lower interest rates and help the global economy stave off the threat of recession. The European Central Bank (ECB) failed to deliver a rate cut in July, but the US Federal Reserve (Fed), after much talk, finally ‘walked the walk’ on the last day of the month and reduced interest rates for the first time since 2008.
Interest rate cut, tariffs and trade war - Weekly market update post image Interest rate cut, tariffs and trade war - Weekly market update
Welcome to our weekly newsletter, where we summarise the key market developments over the last seven days. There’s plenty to cover this week, as despite hitting the August “quiet period”, markets have been anything but. Read on to hear how we view the current market environment and what it means for us as long-term investors.
Is inheritance tax fair? Allowances, thresholds and reducing liabilities post image Is inheritance tax fair? Allowances, thresholds and reducing liabilities
It’s one of the most disliked taxes but there are plenty of ways you can reduce your liability.
UK business trade opportunities in Africa post image UK business trade opportunities in Africa
As future trading relations with the EU remain uncertain, we talk to Geoffrey de Mowbray, Co-Chairman of the British Exporters Association.
What high earners need to know about the tapered annual allowance post image What high earners need to know about the tapered annual allowance
Sheila Tindle, Sanlam’s Head of Office in Teesside explains what higher earners need to consider when making pension contributions.
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The value of investments and any income from them can fall and you may get back less than you invested.