Helping people make better financial decisions

Financial Directory

Fund Management Companies

SWIP Adviser Intelligence Centre  View the demo modules, and register now for CPD, Investment Expertise, and Advanced Technical Training
 

7IM

Discretionary Management, Outsourcing and Investments with a difference. A platform based investment & wealth management service for UK Advisers of all types. Visit our Intermediary Website for more details

Close Asset Management

Any vehicles as appropriate but more diversity available the bigger the client.MPS for £250k - £500k and Bespoke Tailoring above £500k

Hargreaves Lansdown Fund Management

Benefit from the expertise of our award-winning Multi-Manager fund research team. Our managed funds of funds provide direct access to some of the best fund managers without you having to spend the time tracking them down.

Internaxx Online Offshore

Online share dealing and investment for the international investor

Invesco Perpetual

Invesco Perpetual Head of Global Equity Products, Nick Hamilton, discusses the importance of global smaller companies in a portfolio, why the asset class risks are generally overstated, and Invesco Perpetual's global smaller companies expertise

Legal & General Actively Managed Funds

A good way to invest in a particular sector or region. Investments are chosen by professional fund managers who constantly monitor companies, economic conditions and markets to meet the fund’s objectives. You can invest in our actively managed funds through a stocks and shares ISA or unit trust.

Legal & General Cash Funds

The cash investment fund is available as a unit trust investment, but not as an ISA. Our cash fund isn’t a deposit account and your capital isn’t guaranteed. The value of your investment may fall as well as rise and you might not get back your original investment.

Legal & General Ethical Fund

Our ethical investment fund screens companies in the FTSE 350 Index against a range of ethical and environmental policies. It only invests in those that meet the EIRIS criteria we’ve selected. You can invest in this ethical fund through a stocks and shares ISA or unit trust.

Legal & General Ethical Trust

The investment choice for people who care where their money goes.

Legal & General GEMIT

Expand your investment horizons with Legal & General’s Global Emerging Markets Index Fund ISA. Invest up to £10,680 tax-efficiently in some of the world’s fastest growing emerging economies. Both capital and income levels may fall as well as rise and are not guaranteed.

Legal & General Income Fund

If regular income from your investment is more important to you than growth, you could consider our income investment funds.

Legal & General Index Tracker Funds

The easy way to take your pick of the world’s major markets.

Legal & General Multi Manager Funds
Aim for growth, income or a balance of both by investing in several funds at the same time through one simple fund-of-funds investment.

Legal & General Pacific
Considering investing in the markets of the Far East? The Pacific Index Trust from Legal & General invests in Australia, Taiwan, Korea and more. Investing in emerging markets and the Far East can involve a high degree of risk and should be seen as long-term in nature.

Legal & General Stocks and Shares ISA
You can start investing from as little as £500 lump sum or £50 monthly.

Nationwide eBonds
  • 6 month e-Bond: 2.67%AER (2.75% gross p.a)
  • 1 year e-bond: 3.10% gross p.a/AER

Neptune Funds
Learn more about Neptune Funds at the Neptune IM website.

Rathbone Unit Trust Management Limited
We offer a range of 9 retail unit trust and OEIC funds designed for capital growth and/or income requirements and are ISA qualifying. Financial Advisers should visit our site for our Key features and Application forms.

Scottish Widows

Scottish Widows – the UK’s Most Trusted Pension Provider can help you build your business with:

The TechnicalZone

TechTalk

RDR microsite

Professional Adviser Study System (PASS)

Scottish Widows Investments
Part of the UK's Financial Services Compensation SchemeLook to Scottish Widows for a range of investments. From ISAs, OEICs, PEP transfer and flexible options bonds.

Virgin Money Climate Change ISA
Part of the UK's Financial Services Compensation Scheme

An environmental ISA with a difference, investing in all industry sectors, in businesses which combine the potential for profit growth with a lighter environmental footprint.


Virgin Money Tracker ISA

When it comes to the stock market, it’s hard to decide which shares to buy and when. The Virgin Tracker ISA does the work for you, spreading your investment across all 600+ companies on the FTSE All-Share Index.

Witan Investment Trust
"It's only when the tide goes out that you learn who's been swimming naked." Witan is a leading global growth fund offering a full range of investment products including an ISA, transfer PEP and saving plans for both adults and children alike. You can also open a Share Plan , online, fund it through Debit Card Payment, and start trading straight away.