Albemarle Street Partners are a team of experienced investment professionals working closely with a limited number of financial advisers to build centralised investment propositions which deliver consistent client outcomes and enable you to plan for the future of your business. Our team came together after running larger wealth management companies to return to doing what we love, which is focusing on delivering exceptional investment outcomes for our clients.

We are owned by Atlantic House Investments Limited, a fund management boutique, focused on delivering more predictable investment returns in a world of complex uncertainty.

o Benchmark - Helping you achieve more than you thought possible.
o We bring together high-quality financial advisers and best-in-class technology solutions with a vision to create the most effortless and rewarding financial planning experience. Our award-winning proprietary solutions cover practice management, compliance, platform, client portal and investment solutions. Built by planners for planners and designed to support advisers at every step of the journey; getting started, running your business more productively and efficiently, accelerating growth, or realising value. We have partnered with advisers for over 30 years’, delivering efficiency, consistency and simplicity for great adviser and client outcomes. Our tightly integrated software, with one, secure, intelligent sign-on delivers a single point of access to systems that share the same live data, for greater peace of mind. Our practice financing and buy-out options, with structured integration planning by our dedicated team, provide a long-term partnership approach to suit both buyer and seller. With £17 billion assets under advice, £4+ billion in DFM solutions, 1000 high-quality advisers and 450 dedicated staff, we’re creating a financial planning experience that sets a new benchmark. We call it The Benchmark Difference.

HSBC Life (UK) Limited is part of the HSBC Group, one of the world’s largest banking and financial services organisations. HSBC Group serve more than 40 million customers worldwide through a network that covers 64 countries and territories in its geographical regions: Europe, Asia, North America, Latin America, and Middle East and North Africa.
We aim to be present where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people to fulfil their hopes and realise their ambitions.
HSBC Life (UK) is a subsidiary of HSBC Bank plc and was founded in the UK in 1970.
HSBC Life (UK) Limited offers a range of insurance services to meet protection and wealth management needs and help clients to manage, protect and grow their wealth. Our services and solution are available through HSBC banking channels and selected third-parties, including financial advisers and aggregators.
For more information on HSBC Life (UK) range of services go to https://www.life.hsbc.co.uk/ and for more information on HSBC please go to https://www.hsbc.com

We’re one of the UK’s leading providers of specialist financial services solutions, completely focused on meeting the needs of people thinking about, approaching, or in retirement.
We have a strong social purpose - a beacon within financial services. We provide products and services that help our customers achieve a better later life and believe that financial intermediaries are best placed to help people with the choices they need to make to achieve this.
There’s now more choice than ever for clients who are approaching retirement or already retired. We recognise that as a financial intermediary, you are the architect of your clients’ retirement plans. As the expert, you’re able to consider alternatives and recommend a product mix that provides secure and flexible income to last a lifetime. As a retirement specialist provider, we'll support you with dependable, first-class service.

We are Legal & General Investment Management (LGIM), the asset management business of Legal & General Group. Our purpose is to create a better future through responsible investing. We strive to achieve this through a strong sense of partnership with our clients, working together to achieve positive long-term outcomes.

We draw on industry-leading expertise to innovate constantly across public and private assets, index and active strategies. And we are a responsible investor, rising to the challenges of a rapidly changing world. On behalf of savers, retirees and institutions worldwide, we manage £1.2 trillion in assets.*

*Source: LGIM internal data as at 31 December 2022. The AUM disclosed aggregates the assets managed by LGIM in the UK, LGIMA in the US and LGIM Asia in Hong Kong (2018-2019 only). The AUM includes the value of securities and derivatives positions.

At Octopus, we’re entrepreneurs and we’re investors, on a mission to back the people, ideas and industries that will change the world.

As entrepreneurs, we build our own businesses to address some of society’s biggest problems. Octopus Energy, our energy transition business, is the best example of this.

As investors, we invest the £12.4* billion our clients have entrusted us with into the areas where we believe we can have the greatest impact. More than 85% of the £12.4 billion we manage is invested in line with three main themes: empowering people, revitalizing healthcare and building a sustainable planet.

At our core, we believe that how a company behaves is just as important as what it does. That’s why we chose to become an accredited B Corp (the equivalent of a Fairtrade coffee stamp but for companies) and to change our Articles of Association so that the interests all our stakeholders – employees, customers, communities, environment and shareholders – are considered in every decision we make.

Octopus Investments, Octopus Energy, Octopus Moneycoach, Octopus Real Estate, Octopus Ventures, Octopus Australia, Octopus Wealth, Seccl Technology and Aurora are all part of Octopus Group.

*Includes undrawn commitments, funds under advisory mandates, funds monitored and the Octopus Cash service as of September.

Pacific Asset Management (PAM) is a fresh and progressive asset manager responsible for over £4.0 billion* of assets for our clients. PAM is rethinking the conventions of how asset management works for advisers, institutions, investors, asset owners and the industry.

We’re putting power, control and value back in the hands of advisers, with asset management products, solutions and technology.

Everything we do is built on true partnership with empathy, value and innovation at the forefront. Our solutions are used by leading financial planning firms in the UK and globally, providing asset management capabilities, powerful technology and industry expertise to help power a scalable and robust investment proposition for our clients.

We never stand still. We move Asset Management forward.

Our purpose is to provide excellent investment performance to our clients through active management. By serving clients, we serve wider society. Channelling capital into sustainable and durable businesses accelerates positive change in the world.
In order to deliver for our stakeholders, we prioritise growing a sustainable business that takes a long-term approach. We are responsible for £731.6bn of assets (as at 31.12.21) for our clients who trust us to deliver sustainable returns.
We operate in 37 countries with over 5,700 employees. Our investment teams are based around the world, close to our clients and close to the markets in which they invest.
Funding the future is a privilege; we use it wisely and responsibly.
To find out more about Schroders and to read our latest insights, visit www.schroders.com
Issued by Schroder Investment Management Limited. Registration No 1893220 England. Authorised and regulated by the Financial Conduct Authority.

SimplyBiz provides the very highest quality of comprehensive compliance and business support to the 5 000 financial advisers throughout the UK who choose to use our services. During our successful nineteen year history we have never lost sight of our primary purpose – to provide support and guidance to directly authorised firms in every area of their business. Every decision about our proposition and development over the past two decades has been made after asking ourselves one simple question; will this benefit the firms we serve and their clients? Each staff member of our 500+ strong team understands that advisers and their needs are central to everything we do and our culture and ethos places the firms we serve firmly at the heart of everything SimplyBiz does. We offer the experience, expertise and regulatory guidance that puts advisers firmly in control of their own businesses.

Founded in 1937 during the Great Depression, T. Rowe Price is built on the enduring philosophy of our founder; meeting clients’ individual needs. For over 80 years and through changing investment and economic environments, the core principles that guide our business have remained the same. Today, T. Rowe Price is one of the largest investment firms in the world, managing £1.05 trillion for clients in 56 countries.

Figures as at 31 December 2022.

Waverton is an owner-managed investment management firm, with offices in London, Edinburgh and Glasgow. We design and manage award winning investment solutions for financial advisers, private investors, charities and institutional investors. Our commitment to client service drives everything we do.

Aviva
www.aviva.co.uk/
• Aviva are the UK’s leading Insurance, Wealth & Retirement business and we operate in the UK, Ireland and Canada.
• We help our 18.5 million customers make the most out of life, plan for the future, and have the confidence that if things go wrong we’ll be there to put it right.
• We have been taking care of people for 325 years, in line with our purpose of being ‘with you today, for a better tomorrow’.
• Aviva is a market leader in sustainability. In 2021, we announced our plan to become a Net Zero carbon emissions company by 2040, the first major insurance company in the world to do so. This plan means Net Zero carbon emissions from our investments by 2040; setting out a clear pathway to get there with a cut of 25% in the carbon intensity of our investments by 2025 and of 60% by 2030; and Net Zero carbon emissions from our own operations and supply chain by 2030. www.aviva.com/climate-goals www.aviva.com/sustainability

Legal & General Retail helps create brighter financial futures for all our customers. The division covers the savings, protection and retirement needs of our c.13 million retail policyholders and workplace members.

TIME Investments is a specialist investment manager focused on delivering long-term investments that seek consistent and attractive risk-adjusted returns. We take a deliberately defensive approach investing in asset-backed and income generating assets, predominantly through infrastructure, real estate and lending. TIME Investments has a long track record in fund management with over 30 investment specialists within the renewables, lending and property teams.

Brooks Macdonald
Brooks Macdonald Group plc, through its various subsidiaries, provides leading investment management services in the UK and internationally. Brooks Macdonald offers a range of investment management services to private high net worth individuals, pension funds, institutions, and trusts.

Originally formed with the desire to do things differently, an ethos that continues to influence the way we do business today, it is our mission to build robust personal relationships that allow us to provide a high level of service to all of our partners and clients. We are dedicated to the highest professional standards and believe in acting with honesty, fairness, and clarity in everything we do. Collectively, we endeavour to create solutions that will consistently meet our clients’ needs in an increasingly complex and ever-changing world.

NS&I offers a range of financial products with 100% security for all money invested - due to our backing by HM Treasury - even above the Financial Services Compensation Scheme limit. This provides absolute peace of mind for both advice firms and their clients. Our most well-known product is Premium Bonds, but we also offer savings accounts and ISAs. NS&I is committed to supporting the financial advice industry in looking after the finances of many of NS&I's high value customers. Currently we have over 1 million customers with £50,000 or more invested with us, and over 11,000 have over £1 million invested with us. Many of these customers will have financial advisers. Visit www.nsandi-adviser.com for more information.

FinancialAdvisers.co.uk is the UK's only complete Directory of Financial Advisers. Consumer can use this free service to find & compare over 15,000 Firms & 60,000 Advisers, all FCA approved. The Directory enables consumers to filter by location, size of firm & specialist assistance required. It displays firm listings with add on Financial Adviser subscription opportunities to display additional information & create adviser listings.

Fintegrate is a digital financial planning solution designed to help advisory firms reduce complexity, time, and cost while delivering optimum client outcomes. Unlike other digital financial planning products available in the market, Fintegrate is tailored to meet the specific needs of each financial planning firm. The platform offers automation, including risk profiling, portfolio reviews, portfolio risk analysis, recommendation builder and white-labelled client reporting, to streamline the most time-consuming and challenging areas of the financial planning process. By aligning with each firm’s Centralised Investment Proposition, Fintegrate eliminates disjointed advice processes, reduces costs and business risk, and ensures the delivery of consistent client outcomes.

WAY Trustees Limited
WAY Trustees Limited offers a distinctive collection of flexible trust solutions that aid in safeguarding family wealth through intergenerational tax planning for the long term. Their professional trustee service simplifies the administration and management of trusts as well as assisting clients in overcoming obstacles to lifetime gifting by providing access to capital and enabling family funds to be protected and passed down, all the while shielding against social factors such as divorce.

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