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Onshore vs Offshore

Are offshore bonds the right option for your clients?

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Platform in numbers

£16.3bn

in assets under administration

5 Star

Defaqto Rating

B+

IFDL AKG Rating for financial strength

1,800

adviser firms supported

as at April 2024

M&G Wealth Platform


The M&G Wealth Platform supports your investment proposition,
with the breadth and flexibility to meet your clients' needs as they
adapt and change.

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Platform benefits

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Family linked discounts

A family group, including spouses, civil partners, cohabitees, parents, children, grandparents, grandchildren and step relations may benefit from a discount on our platform charge.

In-house dealing

We’re one of the few platforms with its own in-house exchange dealing desk. As a member of the London Stock Exchange, we can deal intraday so aren't limited to once a day bulk trades.

Retirement planning

Our broad investment choice and digitised processes mean you can deliver the right retirement plan for your clients, in a way that's efficient for you and your business.

Simple pricing

Our transparent 'all-in' pricing structure is designed to make it easier for you and your clients to understand without having to worry about additional costs racking up over time.

Working in partnership

We host over 100 DFMs on our platform, ranging from the big brands to specialist boutiques. If your preferred DFM isn't available, talk to us and we'll look to include it subject to agreement with them.

List of DFMs

We offer access to a number of third party products, including Onshore Bonds, Offshore Bonds, SIPPs and SSASs.

List of product providers

We integrate with specialist partners to help keep your business efficient and connected while delivering tools and functionality to give clients a great investment planning experience.

List of platform integrations

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Platform Customer Services

If you need help using the platform, want to update us on some details or have any general enquiries please get in touch. 

 

Tel: 0345 076 6140

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Sales Team

If you'd like to know more about how M&G Wealth can support your business, our experienced staff are here to help.

 

 

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Visit M&G plc

The M&G Wealth Platform is provided by Investment Funds Direct Limited, registered in England and Wales No. 1610781. Registered Office: 10 Fenchurch Avenue, London EC3M 5AG. Authorised and regulated by the Financial Conduct Authority: 114432.

Investment Funds Direct Limited is a subsidiary of M&G plc, incorporated and registered in England and Wales. Registered office: 10 Fenchurch Avenue, London EC3M 5AG. Registered number 11444019. M&G plc is a holding company, some of whose subsidiaries are authorised and regulated, as applicable, by the Prudential Regulation Authority and the Financial Conduct Authority.