Our products are available through the majority of platforms and Sipps.
Buying one of our products is simple and easy. It works in the same way as you would buy an ETF, share or other listed security:
- You instruct the platform to buy your selected product using the ISIN code or name that you can see on the website and in the brochure
- When you buy our product through a platform that there is no need to open a new account, your client can use the account that they already have
You can buy our products with cash that your clients have on the platform
- Once you have bought the product it will be reported alongside the rest of the portfolio
Novia offers a wrap service combining the latest in wrap platform technology, online functionality and management information to assist with Treating Customers Fairly. Together with a commitment to first class customer service, Novia believe this is the new way to wealth management.
Nucleus are an online wrap-based platform offering clients a totally clear charging structure that unbundles the cost of advice, the wrap fee, and the asset charge.
Praemium for Financial Advisers
Praemium for Investment Managers
Praemium for Trustees
James Brearley & Sons
Established over 90 years ago, James Brearley & Sons is a leading investment manager & stockbroker employing over 75 people and having responsibility over client assets totalling in excess of £1 billion across more than 10,000 accounts.
AJ Bell Investcentre is an online investment platform, offering a Self-Invested Personal Pension (SIPP), Individual Savings Accounts (ISAs), and a General Investment Account (GIA).
This wrap platform is dedicated to empowering advisers to manage wealth. Providing choice through technology, Ascentric adds value, unlocks benefits and makes life easier, whether you’re a Financial Adviser or a Private Investor.
Seven Investment Management
7IM are an investment management business that helps individuals and their families manage their capital to meet their financial needs, and aspirations looking after more than £7 billion of their money.
James Hay Partnership
James Hay Partnership, the platform for retirement wealth planning, has been working with financial advisers and clients for over 30 years to administer pensions, savings and investments in a cost and tax efficient way. Today over 49,000 clients trust James Hay to look after more than £16 billion worth of pension and investment savings.
Shard Open Plan
Cube has made its products accessible to more investors via Shard’s Open Plan (ShOP). ShOP provides custody, dealing and administration for investors, allowing them to buy and hold investments in a secure and regulated environment as well as benefiting from pension and tax wrapper administration.