Switch location / audience type

This content is not available based on your location and audience type.

You currently have access to view the Uk website for Independent Financial Advisers (IFAs).

If this does not apply to you, go back to our homepage.

Select a location
Select an audience type

Let us know who you are so we can optimise your experience.

Please select your audience type

This includes trust companies, fiduciaries, insurance companies, Wealth Advisers and other professionals.

Important information

You are about to enter our website for professionals. If you would like to return to our main website, go back to our homepage.

Please read the terms and conditions before proceeding.

Please note these are subject to change at any time.

The information in this area of the website is aimed at financial advisers, corporate service providers, wealth advisers, and legal and accountancy professionals. It is not intended for direct use by private investors or onward distribution to retail clients or the general public. Please visit our homepage for information and resources for private clients.

The website is for information purposes only and is not to be construed as a solicitation or an offer to purchase or sell investments or related financial instruments.

I confirm that I am one of the categories of professional mentioned above, and that where applicable I am authorised and regulated by the Financial Conduct Authority or equivalent regulated body given my jurisdiction, location, and profession. I have read and understood the legal information and risk warnings.

By clicking the "Accept" button, you agree to abide by the terms and conditions listed below.

Skip to main content

On-demand events

View our collection of on-demand events and webinars, brought to you by our wealth management specialists and featured guests.

Summer webinar: Has election fever positively impacted our client investment portfolios?

In this webinar we discuss the UK election results, their effect on market and economic activity and where they think investment opportunities lie in the next quarter of 2024 for our client portfolios.

Read more
Succession: Your guide to managing inherited wealth

Sarah Windsor-Lewis, Financial Planner, talks about how to manage an inheritance.

Read more
Succession: Your guide to passing on your wealth

How you pass on your wealth and plan your succession can be, ultimately, the way you maximise and preserve your legacy. But it’s often a complex journey when walked alone.

Read more
Your guide to investing close to retirement

As your retirement approaches, your previously organised plans may need revising with the help of advice and a personal Wealth Planner.

Read more
Your guide to investing during retirement

Making your money work the best for you doesn’t stop once you’re retired. Continuing to grow your wealth after finishing work can be vital to ensure your legacy. 

Read more
Your guide to investing for early retirement

Most of us imagine our future once we’ve retired. Considering your circumstances, this could this be a reality sooner than you think.

Read more

All blog categories

Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.

Investment involves risk and is not suitable for everyone.