While no two financial advisers are the same, they all want the same things for their clients: high quality products and services from a wealth manager they can trust.
 
We work with financial advisers across the UK – from local firms to large national networks – and our approach is one of partnership. Everything we do is designed to make life easier for you, allowing you to spend more time with your clients and running your business. As well as focusing on consistent investment performance, we can support you with timely economic and market updates, and regularly provide our thoughts on new legislation.  We are also able to provide a completely bespoke way of reporting and pride ourselves on high quality efficient administration and communication.

Meet the Distribution Team

Lawrence Cook
Lawrence Cook
Head of UK Intermediary Distribution
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Phil Valentine
Phil Valentine
Distribution Operations Manager
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Bruce Coverley
Bruce Coverley
Account Director (East)
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Steve Neal
Steve Neal
Account Director (South East Coast)
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Grant Bentley
Grant Bentley
Account Director (South West)
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Ian Hunter
Ian Hunter
Account Director (South)
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Neil Parkinson
Neil Parkinson
Account Director (North and Scotland)
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Knowledge Hub

Bitcoin's Black Wednesday

Bitcoin's Black Wednesday

Welcome to our weekly summary of the major market developments.
No pain, no gain: economies need to contract

No pain, no gain: economies need to contract

After two years under the thumb of Covid and amid increasingly problematic inflation, the global economy needs to take time for some R&R: recession and recalibration.
Pandemic-induced inflation coupled with war in Europe leaves little question: an economic slowdown looms

Pandemic-induced inflation coupled with war in Europe leaves little question: an economic slowdown looms

Inflation can’t stop climbing; energy prices are through the non- solar-panelled roof; even sovereign bond prices are lying low. There’s no doubt that things look bad. Let’s dig a little deeper into the causes of the slowdown and the nerves pervading markets.
Growth versus inflation: how will central banks react to rampant price rises and mixed economic data?

Growth versus inflation: how will central banks react to rampant price rises and mixed economic data?

At first glance, rising inflation may seem like a relatively simple problem to fix. Central banks, such as the Bank of England and US Federal Reserve, would raise interest rates to curb demand for goods and services. This would, other things being equal, lead to a lower rate of inflation. However, the situation regarding inflation is, unfortunately, slightly more nuanced.
Shoppers set to spend £9.2billion in 4 days

Shoppers set to spend £9.2billion in 4 days

Welcome to our weekly newsletter, where we summarise the key market developments over the last seven days.
We've reached the peak of the business cycle, is it downhill from here?

We've reached the peak of the business cycle, is it downhill from here?

We’ve reached the end of what has been an incredibly quick business cycle. Growth has recovered, and it’s strong. Inflation is at a 20-year high. Are there only negative surprises to come?
UK on course for fastest growth since 1973

UK on course for fastest growth since 1973

Welcome to our weekly newsletter, where we summarise the key market developments over the last seven days.
The great crypto debate

The great crypto debate

Welcome to our weekly newsletter, where we summarise the key market developments over the last seven days.
Monetary policy couldn’t get easier; there’s only one place to go from here

Monetary policy couldn’t get easier; there’s only one place to go from here

Fiscal conditions are incredibly accommodative: interest rates are lying low; credit is freely available; and GDP is as if Covid never happened. The time to taper is nigh.
Energy crisis continues

Energy crisis continues

Welcome to our weekly newsletter, where we summarise the key market developments over the last seven days.
A farewell to cash?

A farewell to cash?

Financial journalist Julia Edwards talked to renowned economist and bestselling author Stephen D. King about the future of money.
Autumn Investment Seminar - What does a post-COVID world look like for investors?

Autumn Investment Seminar - What does a post-COVID world look like for investors?

Please join us for our Autumn investment seminar hosted by Chief Investment Officer, Phil Smeaton.
A statement on Sanlam Wealth

A statement on Sanlam Wealth

Today we have announced that Sanlam’s Wealth division has reached an agreement to be acquired by funds managed by Oaktree Capital Management. Read the full statement here
A statement on Sanlam Life and Pensions UK Limited

A statement on Sanlam Life and Pensions UK Limited

Today we have announced that Sanlam’s Life and Pensions company has reached an agreement to be acquired by Chesnara, a UK leader in administering life and pension policies. Read the full statement here
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