We work – on an ongoing basis – with over 60 leading, award-winning financial planning firms around the UK, who are responsible for over £10 billion of client assets in aggregate.

From very early on, we decided that we would only work with clients that we felt we would enjoy working with. That’s what makes coming into work every day so enjoyable. In terms of common traits, they:

  • place their clients’ interests at the centre of all that they do;
  • do great financial planning work with their clients;
  • are innovators, seeking to be at the forefront of the financial planning profession;
  • can see the value in an evidence-driven, systematic, low-cost approach to investing for their clients;
  • are active members of industry bodies such, as the CISI, PFS and increasingly CEFEX;
  • value our independent, third-party insight and practical support;
  • engage fully with our smartersuccessTM program and see us as an important part of their investment proposition;
  • value the long-term relationships they build with us.