Our Services

How can we help you make more of your money?

No one is as committed to your financial future as you.

Whether you're a first time investor or you want to improve the way you manage your existing investments our aim is to give you all the tools, help and information you need to make your own investment decisions and save money.

Take control of your investments and claim your share of £200 million

In effect, we want to help you become your own financial adviser.

Our Vantage Service allows you to bring all your ISAs, pensions, SIPPs, funds and shares into one easy to manage place and puts you in control. You can manage your investments online, on your smartphone with our free app for iPhone and Android^™, by phone or post and because you deal with us directly, you save money.

Last year we saved our clients more than £200 million, and claiming your share is easy. Simply transfer any existing investments or open an ISA, SIPP or Fund & Share Account.

Timely, free investment research to help you make better investment decisions

To make more money you need the best information possible. Our research team (headed by investment expert Mark Dampier) investigate thousands of different investments and meet hundreds of fund managers a year. Their findings are available free via our Wealth 150 list of favourite funds in each sector, latest investment ideas and our Investment Times newsletter. We also keep you up to date with the latest tax and economic information in our regularly updated free guides and expert comments.

A retirement service from the UK's number one annuity broker*

Approaching retirement? We help more individuals set up their retirement income than any other broker in the country. Our FREE online annuity calculator allows you to shop around for competitive rates to convert your pension into an annuity. We could also save you thousands of pounds in charges on new and existing income drawdown pensions.

*Source: MyTouchstone

Looking for advice?

If after reading our information, you're still unsure of an investment's suitability and you prefer individual advice, we have a team of 55 highly qualified independent advisers based around the country who are able to help you either face to face or over the telephone. They can give you one off advice or a full ongoing portfolio management service. More information about our advisory services.