events
Horizon Series – IHT Planning workshops
Connect the dots across your client’s financial journey – from building a retirement fund to planning for life’s key events and leaving a lasting legacy. Discover how tax-efficient solutions can support every stage.
Attendance will qualify you for two hours of structured CPD.
SOLUTIONS
Explore our retail solutions
Tax planning is changing, and investments today must meet the needs of multiple generations. We work hand-in-hand with advisers to help deliver innovative financial solutions to client problems.
Assets under management
At 30 September 2025
Years’ industry experience
Advisers supported
“We’re more than an investment manager, we’re a trusted partner in the adviser-client relationship, focused on wealth creation and preserving legacies.”
Jack Rose
Head of Distribution
RECOGNITION
Award-winning
investment management
Winner
Growth Investor Awards 2025
Best BR Investment Manager – Unlisted

Winner
Growth Investor Awards 2025
ESG Champion of the year

Winner
FT Adviser Financial Adviser Service Awards 2025
5 STAR WINNER – Investment Provider

Winner
Investment Company of the Year Awards:
VCT Provider of the Year

Highly commended
Professional Paraplanner Awards 2025
Highly Commended – Best Alternative Investment Provider


















