Prudential

We take the needs of financial advisers and their teams seriously.

We provide service and support to help make your professional life easier and to help you meet the financial goals of your clients.

PruAdviser is Prudential’s website for UK financial advisers and their teams. It aims to give you the answers you need, keeps you up to date on regulatory changes, helps you do business online and much more.

And when it comes to recommending us to your clients, Prudential is a name they can trust. We take great care over keeping our financial performance strong, to provide your customers with financial security and the chance to build a better future for themselves and their families.

Website

M&G Investments

Who we are

M&G Investments is a global asset manager, serving customers and clients for nearly 90 years since launching Europe’s first ever mutual fund back in 1931.

We’re part of M&G plc, a family of brands, all aligned behind the same ambition: to manage our customers’ investments so that they can live the life they want, while aiming to make the world a little better along the way.

What we do

We believe it’s our financial decisions that have the greatest potential to effect the change in the world we all want to see.

Through long-term active investment management, we build solutions around what matters most to our customers and clients. We look for the best opportunities to invest in, across a wide range of asset classes, on behalf of people who care how their money is invested.

We manage assets of over €298 billion (at 30 June 2020) in equities, multi-asset, fixed income, real estate and cash for our customers and clients in the UK, Europe and Asia.

How we invest

Creating a sustainable future

We recognise that, increasingly, customers and clients are looking to align their investments with their environmental and social values.

This is why our investment decisions are underpinned by our commitment to investing responsibly. We support our customers’ and clients’ financial goals by aiming to generate competitive, long-term returns, all while working towards our mission to help fix the planet one investment at a time.

Targeting positive outcomes

We aim to improve the world by investing with care. Our active approach to managing money considers a broad range of environmental, social and governance (ESG) factors that can have an impact on our investments.

This is why we engage directly with the businesses we invest in. Supporting them in their mission to improve people’s lives, make society stronger and protect our planet. Helping others to become greener, more responsible and sustainable.

We’re dedicated to offering quality investment solutions and investing in the right way, supporting our ambitions for a more positive future. Not just for our customers and clients but for our planet too. We all want to create a brighter future for the next generation.

The value and income from a fund's assets will go down as well as up. This will cause the value of your investment to fall as well as rise and you may get back less than you originally invested.

We are unable to give financial advice. If you are unsure about the suitability of your investment, speak to your financial adviser.

Find out more about M&G

 

Aegon

Aegon is an international provider of life insurance, pensions and asset management. Trusted with over EUR 898 billion of assets, we have businesses in over 20 countries around the world and around two million customers in the UK alone*.

We’re totally focused on championing the value of financial advice, helping advisers navigate industry changes and grow their business. Working in partnership, we provide products and services to help advisers create financial planning solutions to get their clients closer to their financial goals.

To find out more visit aegon.co.uk/advisers.

*Asset value is correct at February 2020, all other information is correct at December 2019.

BMO Global Asset Management

Established in 1817, BMO Financial Group is a diversified financial services provider. With total assets of CAN$710 billion and more than 45,000 employees, BMO provides a broad range of personal and commercial banking, wealth management and investment banking products and services to more than 12 million customers.

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HanETF

HANetf is an independent ETF specialist working with asset management leaders to bring differentiated, modern and innovative UCITS ETF exposures to investors via an independent white label platform.

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Blackfinch

Blackfinch is an investment specialist, with a heritage of over 25 years, supporting advisers and clients in their aims. Each of our businesses is dedicated to an area of investment that is key for customers. Across companies, our philosophy is one of adaptation to market change and customer needs. Bringing significant experience, we deliver value through investment expertise and quality service with a transparent approach.

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Selectapension

Founded in 2004, Selectapension Limited is a specialist software company which provides a range of easy to use, online pension and investment planning tools for those working in the Financial Advice sector.

Selectapension’s innovative system provides highly detailed analysis reports, comparing over 200 products from over 60 Providers and is used for Pension Switching, Defined Benefit Transfer and Income Modelling analyses.

Our customers include Financial Advisers, Paraplanners, Pension Transfer Bureaus, Product Providers, Banks, Actuaries and Scheme Trustees.

Selectapension provides first class customer support and full training with all subscriptions, and has linked integrations with IRESS, Intelliflo, True Potential and Fairstone back office systems.

Selectapension’s technology makes the data analysis, product research and comparison aspects of the financial planning process more efficient, freeing up Advisers to spend more time with their clients.

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Orbis

Orbis is a global investment firm, managing around £27 billion of assets. We have been creating long-term value for our institutional clients since 1990, and have now made our investment expertise available to UK retail investors. Founded in 1989, we are a privately owned firm with offices across 5 continents. Our largest presence is based in London across our two offices. Our investment philosophy is fundamental, long-term and contrarian and we are uniquely structured to encourage bold but considered decisions, even in times of stress. As a firm, our business model is structured in a way that requires us to deliver meaningful long-term outperformance to our clients. UK investors can now access two Orbis funds, our Orbis OEIC Global Balanced Fund and Orbis OEIC Global Equity Fund.

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First Trust Global Portfolios

First Trust was established in 1991 and today the business is made up of First Trust Advisors L.P., First Trust Portfolios L.P. (“FTP”) and First Trust Global Portfolios Ltd (“FTGP”). FTGP was established in 2011 with a single minded mission to be the gateway and distributor of trusted, innovative and superior investment solutions to European clients.

First Trust has a long proven track record in providing rules-based and thematic investing across a range of equities, fixed income and alternatives. Our specialist investment managers apply a robust and disciplined approach in providing a unique low cost and transparent way to invest over the long term.

Today First Trust is one of the fastest growing global ETF providers and as at the end of September 2018 has $134.606 bn global assets under management (which includes $55.646 bn in UITS where FTP is sponsor).

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Financial Express

Trusted by the hundreds of thousands of investors, advisers, asset managers and platforms who use FE data, software and investment advice every day, FE is the UK's leading investment ratings and research agency.

Data is the foundation of everything we do. From cleansing, distributing, analysing and reporting, to providing fully outsourced investment propositions for advisers; we help finance professionals to make the most of their data and connect with their clients.

We give financial advisers the knowledge and tools they need to:

• Help their clients make better investment decisions
• Manage the investment process
• Provide clients with comprehensive and transparent communications

We give asset managers and institutions the solutions they need to:

• Communicate with their clients
• Address the data challenges facing the financial services industry
• Connect with advisers and grow assets under management

Enquiries Website

Jupiter Asset Management

Jupiter was founded in 1985 with the aspiration of delivering investment performance through active fund management. Jupiter Asset Management is a high conviction, active fund manager committed to making a positive difference for clients by helping them achieve their long-term investment objectives through the aim of delivering superior returns after fees. From our origins in 1985 as a specialist investment boutique, Jupiter now offers a broad range of actively managed strategies available to UK and international clients including equities, fixed income, multi-asset and absolute return.

You can find more information on our website: www.jupiteram.com/cisi.

 

Hearthstone Investments

Hearthstone Investments launched the UK’s first open-ended residential property fund approved by the FCA for retail distribution in 2012.

The TM home investor fund now has a 5-year track record, holds some 200 properties across mainland UK, and is available on most major UK platforms as well as via SIPPs, ISAs, Offshore Bonds and Trusts.

Residential property can help diversify a portfolio both in terms of capital risk and income. On a stand-alone basis, a residential property fund could be of interest for those looking for an alternative to Buy-To-Let investing, or others saving for a deposit.

You can find more information on our website: www.homeinvestor.fund.

 

Puma Investments

Puma Investments offers a range of tax-efficient investments with a proven track-record of delivering for our investors and the businesses we support.

We are proud to be part of Shore Capital, a wider financial services group with a 30+ year track record of excellence, a strong balance sheet and a 160 strong multi-disciplinary team across five offices.

To date we have raised over £440 million since 2005 and, more importantly, over £130 million has been paid in dividends to shareholders. We focus on 3 core activities: Growth Capital for UK SMEs, Property Finance and Listed Equities.

Please refer to our website at www.pumainvestments.co.uk or call 020 7408 4070 if you are interested in any of our investment opportunities.
Follow Puma Investments on LinkedIn here.

 

Aegon

Aegon UK offers retirement, workplace savings and protection solutions to around 2,000,000 customers. Named one of the 30 most innovative companies in the UK in the Market Gravity Innovation Insider Index 2015, they are the only multi-channel platform provider in the UK servicing all workplace, advised and direct markets.

Aegon is one of the UK’s leading protection providers covering customers against unexpected events such as critical illness. 

Aegon’s platform is one of the fastest growing in the UK reaching c£9bn as of September 2016.  With acquisition of Cofunds in August 2016, Aegon will become of the largest platform businesses in the UK and intends to invest in the platform for the benefit of its users. 

As part of the Aegon group, they have businesses in over 25 markets in the Americas, Europe and Asia.

Visit www.aegon.co.uk/advisers for more information.

 

The Association of Investment Companies

The Association of Investment Companies (AIC) represents the interests of the investment trust industry and their members include a broad range of closed ended investment companies, investment trusts and VCTs. The AIC has 338 members and the industry has total assets of approximately £113 billion. The AIC lobbies on behalf of its members, promotes best practice and provides information and training on investment companies to financial advisers. To find out more about our training programme and information on investment companies please go to our adviser website

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Ascentric

With its open architecture and unrestricted access to third party products and tax wrappers, the Ascentric Wrap is well positioned to meet the needs of advisers arising from the Retail Distribution Review.

• Unbiased access to third party products
• A range of tax wrappers
• Over 3,000 funds, shares, bonds & cash
• Transparent adviser charging
• Competitive pricing

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Aviva

We know you need more than just the right life and pension products to service your clients well. AvivaNewThinking.co.uk is just one way we're giving you the extra support you need.

Developed with some of the UK's leading experts, you'll find easy-to-use resources such as videos, books and guides on topics from social marketing to behavioural science. And you may be able to use them towards your CPD hours.

See how a little #AvivaNewThinking can make a big difference to your business.

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AXA Wealth

AXA Wealth is part of the AXA Group, one of the largest companies in the world. We distribute a range of pension and investment products to help meet the needs of you and your clients.

We strive to provide you with market-leading propositions and specialist technical and business consultancy support to help you deliver the best advice to your clients and build a successful advisory business. Your success is our success.

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Birthstar

Birthstar is a research and advisory firm, with specialist expertise in developing, analysing and benchmarking target date strategies. It brings together expertise in investment theory, behavioural science, and technology to deliver engaging user experiences, and target better customer outcomes. BirthStar® is a member of Level39, Europe's largest technology accelerator.

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Defaqto

Independent financial researcher Defaqto provides a wide range of tools to support advisers' delivery of compliant, professional and efficient advice.

Defaqto's solutions include:

• Research software – Defaqto Engage – which provides integrated product, platform and fund research in one place. Engage has now been enhanced with client risk profiling – enabling advisers to risk profile their clients and access our mapped fund ranges to help them select funds that match clients' risk profiles
• Panel creation and audit support
• Unbiased knowledge and education - spanning CPD-accredited publications and events, and independent Star Ratings (products), Diamond Ratings (funds) and Service Ratings.

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Dimensional

Dimensional Fund Advisors Ltd. aims to deliver the performance of capital markets and add value through portfolio engineering and trading. The firm's broadly diversified mutual funds are designed to precisely target the dimensions of risk identified through decades of research and capture their expected returns. As of June 4, 2010, Dimensional managed £110 billion for the clients of fee-only financial advisers and institutional investors worldwide.

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ETF Securities: Gold Sponsor

ETF Securities is one of the world's leading, independent exchange-traded product (ETP) providers and a pioneer in commodity ETPs. Our work in this asset class is complemented by a range of other investment solutions including currency and thematic equity ETPs. We are dedicated to developing liquid, transparent investment products that can be traded on world stock exchanges. Likewise, we strive to deliver best of breed products, insightful investment research and excellent client service.

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Fidelity Worldwide Investment

Fidelity Worldwide Investment was founded in 1969 and remains true to one simple goal – to achieve outstanding investment returns for their clients. To make that possible, over 350 investment professionals around the world are actively engaged in researching and managing equity, fixed income, property and multi asset portfolios for the benefit of individuals, institutions and multinational companies.

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Henderson Global Investors

Henderson Global Investors is an international investment company with a strong reputation going back to 1934. With more than £75.2 billion* in assets under management its global client base includes individuals, private banks, third-party distributors, insurance companies, pension funds, government bodies, investment trusts and corporate entities.

As a pure investment manager focused on delivering performance for clients, Henderson offers investments across global equity, fixed income, currency and property asset classes, as well as alternative products such as private equity and hedge funds, providing investors with a strong choice of investment strategies spanning the spectrum of risk and return.

*Source: Henderson Global Investors, at 31 December 2013

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Independent Health Care Solutions

IHCS are a specialist insurance broker focused on partnering with financial planning firms and providing expert advice on private medical insurance (PMI), dental insurance, health cash plans and medically related services. We are searching for firms who recognise the importance of bringing expertise to the table for the mutual benefit of their clients. We remove all the headaches associated with offering PMI advice to your clients and also offer market leading levels of introducer commission. We offer advice across the spectrum, from private individuals to large corporate clients. If you struggle at all offering PMI advice or wish to open up a new revenue stream from your existing clients, this is exactly the right solution for you.

Contact:

Jim Jackson Dip CII
Sales & Marketing Director
Telephone 01274 693020
Fax 01274 678718
email: jim@ihcs.co.uk
www.ihcs.co.uk

iShares

iShares is a global leader in exchange-traded funds (ETFs), with more than a decade of expertise and commitment to individual and institutional investors of all sizes. With over 750 funds globally across multiple asset classes and strategies and more than $1 trillion in assets under management as of September 30, 2015, iShares helps clients around the world build the core of their portfolios, meet specific investment goals and implement market views. iShares funds are powered by the expert portfolio and risk management of BlackRock, trusted to manage more money than any other investment firm.^[1]

^[1] Based on $4.65 trillion in AUM as of 12/31/15.

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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 50,000* clients trust us to look after more than £16 billion* worth of pension and investment savings.

From the very first day we have challenged industry norms as we've responded to changing client needs - from being the first SIPP provider in the UK, through to developing our modular approach to retirement wealth planning, which we launched in 2013.

The Modular iSIPP embraces fair and flexible pricing meaning the customer only pays for what they use, while they use it. This has now been evolved through the Modular iPlan to include other non-pension wrappers such as GIAs and ISAs.

We are able to continue to innovate thanks to being part of the IFG Group, a focused financial services company specialising in the provision of independent financial advisory and administrative services.

IFG Group plc is listed on the Irish and London Stock Exchanges.

*as at March 2018

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Just

We are Just - about us

We’re one of the UK’s leading providers of specialist financial services solutions, completely focused on meeting the needs of people thinking about, approaching, or in retirement.

Just is honest and moral with a strong social purpose. A beacon within financial services. We believe everyone deserves a fair, secure and fulfilling retirement, and that financial intermediaries are best placed to help people with the choices they need to make to achieve this.


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Metlife

Since entering the UK market in 2007, MetLife has been focussed on bringing clients a genuine alternative to all other retirement and investment solutions out there.

Our aim is to help you build financial freedom for your clients by offering financial security, whatever the economic conditions.

We offer a range of unit-linked guarantees across investment and retirement products, offering capital and income security, as well as the opportunity to lock-in investment growth.

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Morningstar

Morningstar is a leading global provider of independent investment research. In the UK, our Adviser Workstation service provides valuable support for financial advisers in the critical areas of asset allocation and portfolio construction and management.

Morningstar has built an enviable reputation as a trusted source for insightful information on managed funds and for its expertise and understanding in supporting advisers to help customers make better investment decisions.

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NS&I

NS&I has been looking after the nation's finances for over 150 years. Today we're one of the UK's largest savings organisations, with over 25 million customers and over £100 billion invested. Backed by HM Treasury, we offer a range of secure products which can help to balance risk in your clients' portfolios.

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Nucleus Financial

Nucleus is a wrap provider founded in 2006 by a number of quality IFAs to initiate a sea-change in the investment and pensions market. The central innovation is the IFA based ownership structure and all that flows from this control.

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Oasis

Oasis, is a wealth management company focused on growing its clients investments through delivering excellence in performance, client service and administration. Oasis commitment to world-class wealth management solutions is offered through its innovative, ethical and sustainable products which are managed according to Islamic principles by a highly experienced and skilled investment team.

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Oasis

Oasis, is a wealth management company focused on growing its clients investments through delivering excellence in performance, client service and administration. Oasis commitment to world-class wealth management solutions is offered through its innovative, ethical and sustainable products which are managed according to Islamic principles by a highly experienced and skilled investment team.

Website

Schroders

Schroders is an independent, dedicated asset manager with a strong heritage and culture based on over 200 years' experience of investment markets. We manage £276.2 billion on behalf of institutional and retail investors, financial institutions and high net worth clients from around the world, invested in a broad range of asset classes across equities, fixed income, multi-asset and alternatives.

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Source

Source is one of the largest providers of exchange traded products (ETPs) in Europe, with almost $20 billion* of assets under management. Source's range of products offers investors exposure to equity, fixed income and commodity markets worldwide. This includes low cost products that track key benchmark indices, actively managed funds and innovative "smart beta" products.

For more information, please contact ukinfo@sourceetf.com.

*Data as at 31/07/15

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Standard Life

Standard Life is a leading life savings business that has been successfully helping people manage their money and invest for their future for almost two centuries. We are primarily based in the UK, with operations in Ireland and Germany. Around 4.5 million customers trust us with their savings; and our teams of experts aim for excellence in everything they do.

We have long been recognised as a leading provider of workplace saving solutions, supporting the needs of employers and their employees. More than one in eight people who have auto-enrolled into a workplace pension in the UK have done so with Standard Life. Today our workplace pension and savings products are being used by 1.8 million customers, with assets of £40.2 billion*.

We also work with and support financial advisers. Our award-winning platforms, Wrap and Elevate, help financial advisers in the UK to provide high-quality financial planning services to their clients. £54 billion* of assets are currently invested across the Standard Life platforms.

We aim to be customers’ first choice for their savings and our expertise is underpinned by a deep understanding of the current and future needs of our customers and clients, and their advisers. We invest to support these needs and help our customers as they plan their future.

Standard Life is part of Standard Life Aberdeen plc and able to draw on the financial strength and investment expertise of a FTSE 100 and Fortune Global 500 company that is one of the world’s largest investment companies.

* AUMA data as at 31 December 2017.

You can follow Standard Life on www.twitter.com/@SLA_plc.

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Transact

Transact is the first independent, IFA-only Wrap service to be launched in the UK in 2000. Transact provides a full range of open architecture tax wrappers which can purchase, hold and report on virtually any asset that is tradeable and priceable in the UK, including all Unit Trusts, OEIC's, Investment Trusts, Equities, Gilts, VCT's, ETF's Hedge Funds and cash.

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Vanguard

The Vanguard Group established the first index fund in the US in 1976 and today manages £1.7 trillion in assets worldwide.1

Vanguard established a UK presence in 2009 and offers UK investors a range of low-cost passive funds and five LifeStrategy single-fund solutions.

1 Data correct as at 31/03/2014. Vanguard Investments UK, Limited is authorised and regulated in the UK by the Financial Conduct Authority.

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Money info

moneyinfo limited is a private fintech firm based in Henley in Arden, Warwickshire helping advice firms to drive efficiency through digital engagement with their own branded client portal and mobile apps.

We successfully work with more than 150 wealth management firms ranging from owner managed chartered financial planning practices to high profile organisations like Saunderson House, Progeny Group, Hawksmoor, RC Brown, and Sutherland Independent, and have helped them to become mobile-enabled, removing paper and email while automating everyday workflow processes such as client reviews, onboarding and rebalancing.

moneyinfo brings a client’s entire financial life including all of the associated documentation and 3 rd party personal finance accounts together with a single login, available on any device, regardless of the multiple investment platforms, back office or portfolio management systems used by the wealth manager.

Our team are highly experienced and have a strong pedigree in delivering innovation to the financial advice and wealth management community.

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Royal London

We're the UK's largest mutual life, pensions and investment company. When we first opened our doors in 1861, we wanted to help people to help themselves. And it’s been our way of thinking ever since. As a mutual, we're owned by our customers. So you can be sure that absolutely everything we do has their long-term interests in mind.

We’re on your side

We believe the best customer outcomes are achieved through a combination of value-for-money propositions and impartial advice. That’s why we design a wide range of pension and protection solutions with advisers at the heart of our processes.

We believe in personal service, so you can expect direct contact with our experienced staff. But we also believe in great technology - through our innovative online services, you’ll have your client’s details at your fingertips. You’ll be able to access information, track progress and make live changes to their plan with us.

Why Royal London for your clients?

We like to think your clients will feel the benefit of being part of Royal London, rather than anyone else. For example, we’ll aim to give your pension clients a share of our profits each year to boost their retirement savings.

Your protection clients will also have access to our value-added benefit, Helping Hand - a package of services designed to give them the practical and emotional support they need at difficult times in their lives. All at no extra cost.

Visit the website

 

P1

P1 Investment Management (P1) is an adviser-led discretionary fund manager. Launched in 2016, P1 was developed from Prydis Wealth and has been operating and running portfolio since 2012.

P1 works closely with IFAs and uses technology to overcome the restrictions and limitations dominant in existing investment solutions. This allows it to provide efficient and effective solutions, at market leading prices.

P1 has a key focus on ethical and sustainable investing. It strives to raise awareness around the fundamental importance of ethical investment and increase familiarity with the concept. P1 specialises in the various approaches used for investing ethically.

Visit the website

James Hay Partnership

James Hay Partnership, the platform for retirement wealth planning, has been working with financial advisers and investors for over 30 years to administer pensions, savings and investments in a cost and tax efficient way. Today over 58,000* investors trust us to look after more than £25 billion* worth of pension and investment savings.

From the very first day we have challenged industry norms as we’ve responded to changing investor needs - from being the first SIPP provider in the UK, through to developing our modular approach to retirement wealth planning, which we launched in 2013.

The Modular iSIPP embraces fair and flexible pricing meaning the investor only pays for what they use, while they use it. This has now been evolved through the Modular iPlan to include other non-pension wrappers such as GIAs and ISAs.

We are able to continue to innovate thanks to being part of the IFG Group, a focused financial services company specialising in the provision of independent financial advisory and administrative services.

IFG Group plc is listed on the Irish and London Stock Exchanges.

*as at March 2018

Visit the website

 

Canada Life

Canada Life looks after the retirement, investment and protection needs of individuals, families and companies. We help to build better futures. There can be no greater priority than the commitment and responsibility towards all our customers. At Canada Life we adhere to the same principles as when we were formed in 1847: integrity, consistency and experience.

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TIME Investment

TIME Investments is a specialist investment manager focused on delivering long-term investments that seek consistent returns. TIME take a deliberately defensive approach predominantly investing in asset backed and income producing investments across infrastructure, real estate, renewable energy and lending.
Whether you are seeking portfolio diversification, income, or estate planning solutions, TIME offers a variety of products and services to help achieve these objectives. TIME Investments make carefully considered investments that seek to achieve attractive risk-adjusted returns and create products that aim to provide our investors with long lasting peace of mind.

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Betafolio

UK’s premier flat fee turnkey asset mgt provider (TAMP) offering low-cost, evidence-based, discretionary portfolio service exclusive to financial planners.

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Cascade Cash Management

Cascade Cash Management is an independent and transparent service created to make savings simple.

The unique online platform generates enhanced cash returns and most attractively, includes every single bank and building society providing clients with the maximum protection they can obtain on deposits under the Financial Services Compensation Scheme through spreading cash across multiple banking licences via professional cash management.

Cascade Cash Management is on a mission to make savings simple, helping people to reach their savings goals faster, smarter and happier.

The service has over 5,500 savings accounts on offer from Instant Access to 5 years. The team of eleven is passionate about savings and delivering the best possible outcomes administering funds on behalf of clients providing direct and independent access to providers to the tune of over £1bn so far.

Partners including IFA’s, solicitors, attorneys and accountants can self-brand the product for presentation to their own clients.

Cascade has also won many awards over the last few years, including Dr Emma Black being named as Cash Management Woman of the Year by Lawyer International in the Legal 100 2021 Awards.

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Octopus Investments

Octopus is a group of entrepreneurially-minded businesses – each one built on the belief that people deserve better. We offer customers smart, simple solutions that leave them feeling totally taken care of. Because being trusted by our customers makes us irreplaceable.

Founded in 2000, today we’re one of the UK’s fastest-growing companies, managing more than £8.5 billion on behalf of retail and institutional investors. We’re also building the UK’s most highly-rated energy supply business, taking on thousands of new customers every day. And being employee-owned means Octopus people are motivated by building better futures, rather than short-term profits.

We inspire entrepreneurship, by championing the innovation, resilience and the passion that is essential to building great businesses. We’re invested in the people, ideas and industries that will help to change the world.

Octopus Investments is part of the Octopus Group, which incorporates Octopus Energy, Octopus Healthcare, Octopus Investments, Octopus Property, Octopus Ventures, Octopus Renewables and Octopus Wealth.

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Tenet

We believe every financial adviser deserves peace of mind. That’s why, through our network and compliance services, we provide the support and security hundreds of appointed representative, self-employed and directly authorised financial adviser firms need to grow and be successful.

We’ve been helping whole of market wealth, mortgage and protection advisers provide quality advice for over 30 years, though our multi-award winning support services. From growing their businesses to selling them, we’re a home for life.

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