Our Services

How can we help you make more of your money?

No one is as committed to your financial future as you are.

Whether you are a first time investor or you want to improve the way you manage your existing investments our aim is to give you all the tools, help and information you need to make your own investment decisions and save money.

Take control of your investments and claim your share of £250 million

In effect, we want to help you become your own financial adviser.

Our Vantage Service allows you to bring all your ISAs, Pensions, SIPPs, Funds and Shares into one easy to manage place. It puts you in control. You can manage your investments by telephone, post or online and because you deal with us directly, you save money.

Over the last three years we have saved our clients more than £250 million, and claiming your share is easy. Simply transfer any existing investments or open an ISA, SIPP or Fund & Share Account.

Timely, free investment research to help you make better investment decisions

To make more money you need the best information possible. Our research team (headed by investment expert Mark Dampier) investigate thousands of different investments and meet hundreds of fund managers a year. Their findings are available free via our Wealth 150 list of favourite funds in each sector, latest investment ideas and award winning newsletter, the Investment Times. We also keep you up to date with the latest tax and economic information in our regularly updated free guides and expert comment.

A retirement service that could increase your income by 30%

Approaching retirement? We help more individuals get a better retirement income than any other broker in the country. You can use our annuity service to shop around the market to find a better pension income - it’s quite possible to get an annual income of up to 30% more. We could also save you thousands of pounds in charges on new and existing income drawdown pensions.

Looking for advice?

If after reading our information, you are still unsure of an investment’s suitability and you prefer individual advice, we have a team of 65 highly qualified independent advisers based around the country who are able to help you either face to face or over the telephone. They can give you one off advice or a full ongoing portfolio management service. More information about our advisory services.