The Oak House, Barford Lane, Downton, Salisbury, Wiltshire SP5 3QA, United Kingdom
Welcome to the next generation wealth management platform service. The Wealthtime propositions offer a smarter technology experience that allows your adviser to manage your investments with clarity and efficiency
We’re an investment platform business that works exclusively with financial advisers to help investors like you meet your goals. We currently look after £12 billion of investments for over 77,000 UK clients across two platform solutions.
Our secure platforms are designed around you. You’ll find a smarter technology experience that allows your adviser to manage your investments with clarity and efficiency in one easily accessible online account.
We combine market-leading technology with best-in-class customer service to provide a superior investment experience.
We’re proud to have built an award-winning platform and service that is continually improving. We’re always striving to add value and create great outcomes for customers so you can rest assured that your investments are protected, and your adviser can focus on helping you achieve your future financial goals.
The rebrand, which will come into effect in the second half of the year (2023), marks a new era for both platforms under CEO, Patrick Mill, and his new executive team....
The Wealthtime Select platform has been developed over many years by our in-house IT team, who each have pension and investment administration experience. We work in collaboration with our users so we can gain a deeper understanding of your business needs and because the technology is entirely our own, we......