Available exclusively to financial advisers in the UK, it offers a fully integrated online investment management and dealing platform. Enabling them to transfer their clients’ assets onto a single platform. Providing them with the ability to manage their clients’ financial needs in just one place.
It aims to give financial advisers the flexibility to build a client-centric proposition focused on holistic financial planning, regardless of their business objectives, their investment strategy or their client base. By supporting financial advisers to deliver their investment philosophy, we help them create better client outcomes.
The acquisition is part of our strategy at M&G to grow our business in this important market. Expanding our range of service propositions for financial advisers and their clients.