Dedicated support for your business
We’re always on hand when you need to talk to us directly. Our dedicated Adviser Support team is highly trained to provide technical assistance when you need it. Our team has received significant investment in recent years to provide tailored, specific advice for your business. In addition, our MI reports offer assistance with segmentation, targeting, mailing lists, so you always have support with client servicing and communications.
- AdviserLine – call 0800 41 41 81 between 8.30am and 6pm on any UK business day, and one of our Customer Account Executives will assist you with any queries relating to client accounts and our website.
- Sales – speak to your dedicated Business Development Manager about how your business can make the most of our platform.
- Face-to-face support – through our tax and pension experts, Paul Squirrell and Donald Manning.
- Help & Support Zone – covering everything from fees and client maintenance, to dealing and administrative procedures, this online resource lets you find the answers to your queries in seconds.
Useful contact numbers
Technical matters web hub
To help you navigate the more intricate areas of financial planning, our website contains an array of materials focused on the technical aspects of pensions and tax planning.
Secure online access for clients
Your clients can view their investments through their secure online account, 24 hours a day, 365 days a year. Clients can also stay in touch with their accounts through our highly-rated app.
Help move clients online
Seminars, training and marketing support
We provide you with access to the latest views, insights and market information through nationwide events (some hosted virtually). We also provide resources to help you attract new business, including sample letters and other materials.