On 1 January 2017 Cofunds became part of Aegon to create the UK’s largest investment platform.
By combining the scale and experience of Cofunds, with the innovation, financial strength and product knowhow of Aegon, it aims to create the best digital solutions to support financial advice.
*Asset value is correct at September 2017, all other information is correct at May 2017
Barnett Waddingham provide intelligent and flexible SIPP and SSAS pension options for individuals and business owners wanting more control over their retirement savings. Utilising best-in-class technologies underpinned by recognised financial strength, we are committed to delivering uncompromising quality for you and your clients. We are rapidly growing, but still insist on the importance of a personal service. Come and talk to Andy Leggett and Richard Bean to find out how we can help your business.
Founded in 1985 as an independent investment boutique, Jupiter has become one of the UK’s most successful and respected fund management groups. For thirty years we have successfully employed an active investment management approach based on original thought and true conviction investing. Headquartered in London, the company employs over 500 employees worldwide and manages £46.9bn (as at 31.03.18) on behalf of institutional and retail investors. As a dedicated, active fund manager, we seek to add value for our clients through the delivery of investment outperformance over the medium to long term.
Selectapension technology makes the analysis, product research and comparison aspects of the financial planning process more efficient, freeing up Advisers to spend more time with their clients.
T: 01892 669494
Tavistock Wealth manages over £1bn through portfolios specifically designed to protect both clients (in terms of their risk adjusted returns) and advisers (in terms of the credibility of their recommendations). Tavistock Wealth educate advisers on topical issues such as currency hedging in order to help them de-risk their business.
FE Analytics+ is a powerful investment and research solution. Sitting at the heart of many advisory firms’ investment processes it helps advisers create and run their own Centralised Investment Propositions, offers a range of model portfolios and helps advisers to demonstrate the suitability of their investment advice. It can also help you communicate advice to clients in an easy to understand format through jargon free reporting.
By using the breadth and depth of data that powers our solutions, you can demonstrate to clients the impact of their investment decisions and the quality of the advice that you give them. You can be confident in your ability to closely monitor their investment
portfolios on an ongoing basis and communicate changes to clients quickly and effectively.
At Franklin Templeton Investments, we are dedicated to one goal: delivering exceptional asset management to our shareholders. By bringing together multiple, world-class investment teams in a single firm, we are able to offer specialised expertise across styles and asset classes, all supported by the strength and resources of one of the world’s largest asset managers.
In today’s complex and interconnected world, smart investing demands a global perspective. Franklin Templeton pioneered international investing over 65 years ago and our expertise in emerging markets spans more than a quarter of a century. Today, our investment professionals are on the ground across the globe, spotting investment ideas and potential risks first-hand.
Your Business, Your Choice, Your Network of Choice!
In Partnership is dedicated to helping advisers deliver high quality advice.
At In Partnership we believe that the choice of how to operate your business should be your own. We have uniquely developed a flexible range of adviser models, based around our core principles of choice, business support and security.
Our team look forward to meeting you at the event.
IRESS is a leading technology partner to the world’s top financial institutions. Its software solutions help with life’s big decisions - from getting a mortgage approval, planning for retirement, to trading on the stock exchange – things that make a real difference to people’s lives and financial wellbeing
We provide outstanding education in the banking and finance sector, equipping individuals with the skills and knowledge necessary for career development and lifelong learning.
We are The London Institute of Banking & Finance, lifelong partners for financial education.
Take your next career step today: Libf.ac.uk/study
Established in 1996, Westerby Trustee Services Limited is a specialist provider of trusteeship and administration services for Self Invested Personal Pensions (SIPP) and Small Self-Administered Schemes (SSAS). Providing a flexible service for discerning investors the Westerby SIPP and SSAS accept the full range of assets permitted by legislation.
Westerby Trustee Services Ltd is authorised and regulated by the Financial Conduct Authority and is a member of the Association of Member-Directed Pension Schemes (AMPS)