More Choice
We arrange your investments the way you want, directly or through platforms, for lump sum investments or monthly savings, by paper application or in some cases online or by phone.
We don’t hold your investments ourselves; we arrange them with product providers. Some product providers just deal with investors directly, such as Virgin. We don’t arrange your investments with these companies, but you can include investments you have with them in our Fund Monitoring service free of charge.
Most product providers deal directly with investors and through brokers like us. In most cases we can arrange these investments on better terms than you could yourself, saving you hundreds, even thousands in commissions and charges.
A few product providers only deal with brokers like us. We aim to arrange these investments on better terms than you could get through other brokers.
The types of investment we arrange:
- ISAs
- Junior ISAs
- Funds outside ISAs
- SIPPs/Personal Pensions
- Stakeholder Pensions
- Investment Bonds
- VCTs
- Annuities
The product providers we deal with:
- Directly with fund companies like Aberdeen, Invesco Perpetual, Jupiter or M&G
- Through Platforms like Cofunds and Fidelity FundsNetwork
- With Life Assurance Companies like Prudential and Standard Life
- Specialist product providers e.g. for VCTs
How we can arrange your investments:
- Lumps sum investments or monthly savings
- Online using Cofunds and Fidelity FundsNetwork
- By paper application - all investments
- By phone – Fund deals outside ISAs