Get to know us
The M&G Wealth Platform is provided by Investment Funds Direct Limited (IFDL) and is a comprehensive investment platform designed to support financial advisers in managing their clients' portfolios.
We offer a wide range of investment options, integration with specialist partners, and features tailored to meet diverse client needs. Giving you the flexibility to build a client-centric proposition focused on holistic financial planning.
AKG Report
Read the financial strength assessment report from AKG about IFDL, who provide the M&G Wealth Platform.
Defaqto Q&A Report
The Defaqto Q&A-style Report is designed to help you better understand our proposition, while also providing the information you need to assess ongoing platform suitability.
Our connection to M&G Plc
The M&G Wealth Platform is a wholly owned subsidiary of M&G plc.
M&G plc is a leading international savings and investments business, managing investments for both individuals and for large institutional investors, such as pension funds. M&G plc has a long history of finding innovative solutions for its customers’ changing needs. Today, it brings together a diverse set of asset management capabilities and insurance expertise to offer a wide range of solutions for different customers.
M&G plc
Further details about M&G plc are available on their website, such as their full year results and pay gap report
Our business is built on care and integrity
Care
We act with care – treating customers, clients and colleagues with the same level of respect we would expect for ourselves. We invest in ourselves with care, making choices for the long term.
Integrity
We empower our people at M&G Wealth Platform to do the right thing, honouring our commitments to others and acting with conviction. Our business is built on trust and we don’t take that lightly.
Our charity partners
Each year, through fundraising events and donations, M&G Wealth Platform supports a range of local charities partners with fundraising and donations.
In 2024 we're proud to support:
Find out more about us
Discover the M&G Wealth Platform
With access to a wide range of investments and tax wrappers, the ability to select assets for individual client portfolios or investing in your own models. The M&G Wealth Platform is here to equip you with the tools meet a wide range of clients’ needs.
For your clients
Easy to understand documents, extra support when life gets challenging and a jargon buster to help with complex industry terminology. We aim to create the best customer experience for your clients, so they can be confident that their money is in safe hands.