Find tax a taxing topic?

Watch our Head of Technical Les Cameron as he takes us through the order of tax in seven steps in our latest Paraplanners Assembly – and get an hour of CPD too!

Watch now

Your platform, your way

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

Your platform

Why M&G Wealth Platform?

 Support to build a client-centric proposition that’s based on individual suitability
 

Working with you

We believe the best advice comes without compromise which is why we want to support you to deliver your investment philosophy, while helping support your client relationships.

Supporting you

Bespoke DFM

Our wide range of investments and in-house stockbroking leave you to manage client assets in the most appropriate way for them.  Either as individual assets, models or bespoke DFM.

Discretionary Fund Managers

 

The financial backing of our global parent, M&G plc, brings significant investment to the platform and broader proposition. Great service and experience underpin everything and are our priority. We’re building on the improvements we’ve already made and as part of M&G Wealth, we have a significant opportunity to help your businesses grow.

Richard Denning - IFDL CEO
 

 

 

“We joined the Platform nearly a year ago, and we’ve been looked after by the team from day one. We had training on how to use the platform and there was a weekly timetable for our induction programme. The service from when we first started to now has been amazing - we have a team on hand that respond to our everyday needs and are only an email or phone call away. We can create our own model portfolios, sell and buy and feel confident we have a platform we’ll continue using for our clients for years to come.”

Sanjeev Kumar, Office Manager, Alterno Wealth

 

Hear from our customers 

What’s it like, working with M&G Wealth?
Some of our customers share their experiences.

Doing due diligence?

Answering your questions on our strengths and values as well as demonstrating what we offer in choice, flexibility and the opportunity to tailor your solutions.

Find out more

Your investment strategy

Everyone's business proposition is different. You know that, we know that. You shouldn't have to compromise because of what your platform can provide.

Find out more

What we stand for
 

What you can expect

Our business is built around service and support for you. From initial contact, to ongoing support from our customer service team, you will have a single point of contact, putting your needs first

Our service and support

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.