Orbis has been creating value for clients for more than 30 years.
We work to find opportunities others miss, but this means investing in unpopular areas of the market, which takes courage and patience. Our long-term approach is at the core of everything we do, from the way we invest, the company structure, and even the way we charge fees.
Our team of 60 investment professionals located around the world does comprehensive research evaluating businesses from the bottom up to identify businesses priced at less than they are worth with long-term prospects. Since it can take time for these companies to realise their true value, our business is structured to avoid pressure for short-term performance with no external shareholders. Our independence allows us to prioritise clients, make bold but considered decisions and to stand by them as long as we need to.
And our unique fee structure ensures we remain driven to deliver long-term returns.

Evelyn Partners is the UK’s leading integrated wealth management and professional services group, created by the merger of Tilney and Smith & Williamson on 1 September 2020. With £55.6 billion of assets under management (at September 2023) and 187 years of experience, our objective is to provide you with an investment solution that complements the service you already deliver to your clients.

Our proposition consists of our bespoke discretionary portfolio service (DPS), an AIM portfolio service and three different types of Model Portfolio services, the range includes “Active” MPS which makes use of investment companies, “Core” MPS which has a lower cost basis and our “Sustainable” MPS which is our ESG offering.

HSBC Life (UK) Limited is part of the HSBC Group, one of the world’s largest banking and financial services organisations. HSBC Group serves 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) Limited was founded in the UK in 1988 and offers insurance services to meet investment management needs through the provision of an open architecture onshore investment bond and protection needs through a range of term life and term life with critical illness cover policies. Our services and solutions are available through HSBC banking channels and selected third parties, including financial advisers and aggregators. For more information on HSBC Life (UK) Limited 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 30 June, 2023. 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.

Octopus Investments, part of the Octopus Group, is a B Corp-certified investment company for investors who believe their money can be a force for good. We’re on a mission to invest £50 billion in the people, ideas and industries that will change the world.

Today, we invest the £13 billion* our institutional investors, retail investors and their financial advisers have entrusted to us into the areas where we believe we can have the greatest impact.

We focus our efforts on three investment themes – empowering people, revitalising healthcare and building a sustainable planet – and alternative asset classes across venture capital, sustainable infrastructure, renewable energy, real estate, healthcare and smaller listed companies.
*Includes undrawn commitments, funds under advisory mandates, funds monitored and the Octopus Cash service as of 30 September 2023.

Quilter Investment Platform Limited and Quilter Life & Pensions Limited are part of Quilter plc, a leading UK-focused wealth manager, providing advice-led investment solutions and investment platform services to over 500,000 customers (as at 30 September 2023).

Quilter enables financial advisers to deliver the very best service to clients and their families, to help them achieve their financial goals. We offer a comprehensive range of products and investments through our award-winning online investment platform,
which is known for its intuitive user experience that makes online processes quick and easy.

Consumers today face the tough challenge of combining the need to protect their income while they are working and save for their retirement at the same time. In an environment where legislation and products are constantly changing and evolving, this is especially difficult.
Royal London is about providing financial security at all stages of life. Most people will have a need for some sort of protection, whether that is to protect their income or their family while they are working, protect their standard of living in retirement by saving into a pension or protecting their savings by investing in a capital protected product.

Founded as a Friendly Society in 1861 before becoming a mutual in 1908, we’re proud to be one of the UK’s first and remaining member-owned companies. With people demanding more from their financial products and services, there are lots of perks to being a mutual. It means we’re committed to giving you higher levels of service and great experiences, and making sure the voice of our members is heard.

Founded in 1804, Schroders is one of Europe’s largest independent investment management firms by assets under management. Our purpose is to provide excellent investment performance to clients through active management. The business channels capital into sustainable and durable businesses to accelerate positive change in the world. Schroders’ business philosophy is based on the belief that if we deliver for clients, we deliver for Shareholders and other stakeholders.
Schroder Investment Solutions offers a series of award-winning low-cost and risk mapped model portfolios and multi-asset funds.* Our solutions range is designed to help you deliver a breadth of good value solutions that meet your clients’ investment needs.

Delivering appropriate client outcomes is at the heart of everything we all do. We’ve supported financial advisers for over a decade to help deliver the outcomes their clients are seeking and we manage £5 billion (as at 31.03.2023) across our range of solutions.

*Schroder Investment Solutions was named Best Model Portfolio Service at the Professional Adviser Awards 2022 and 2023. Issued by Schroder Investment Management Limited. Registration No 1893220 England. Authorised and regulated by the Financial Conduct Authority. For regular Schroder Investment Solutions updates by e-mail please register here.

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.

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.

Since 2002, we've been empowering advisers with engaging financial planning tools, supporting them in providing the best financial outcomes for their clients.

Our cutting-edge suite of adviser tools, EVPro, is an end-to-end financial planning solution that offers everything you need for financial planning, such as client risk profiling, investment suitability analysis, cash flow planning, and stress tests, to ensure that the clients are on track regardless of financial markets.

It’s packed with innovative features, like solvers that suggest solutions for advisers to show before-and-after advice outcomes. This makes the value of your advice clear and provides the key to unlocking seamless, end-to-end financial planning that helps you deliver unparalleled advice.

EVPro enables advice firms to interact with clients more efficiently by saving time and serving more clients via digital engagement.

Established in 1836, Legal & General is one of the UK's leading financial services groups and a major global investor, with over £1.2 trillion in total assets under management* of which 39% is international. We have a unique and highly synergistic business model, which continues to drive strong returns. Legal & General provides powerful asset origination and management capabilities directly to clients, which also underpin our leading retirement and protection solutions. We are a leading international player in Pension Risk Transfer, in UK and US life insurance, and in UK workplace pensions and retirement income. Our purpose is to improve the lives of our customers and create value for our shareholders. Through inclusive capitalism, we are investing in long-term assets, such as real estate and infrastructure, that can help build a better society for the future.

LV= is one of the UK’s leading life and pensions mutual insurers, working closely with financial advisers, serving over one million members and customers. As an investment, protection in-house advice and retirement specialist, [LV= offers] [we offer] a range of products and services, mostly available through financial advisers, to help members and customers protect their income while they’re working and maximise it when they stop. It is through our work with UK financial advisers that the majority of customers will buy our products and services.

Model Office-MO® is a generative AI RegTech that streamlines all governance, risk, and compliance activities across all regulations in one digital HUB. MO’s data driven approach ensures firms gain all relevant regulatory data across key areas such as the Consumer Duty, SM&CR, SYSC, PROD, Suitability, Pension transfers, ESG, FinProm and more, so they can provide instant reports, scored dashboards, gap analysis auto audit reports plus gain integration with back office and an AI compliance chat bot available 24/7 to offer compliance support. MO not only increases regdata and MI but also significantly reduces compliance costs and time.

At Morningstar Wealth, we believe that good financial advice is key to empowering investors and helping them achieve great financial outcomes.
Morningstar Wealth brings together capabilities from across Morningstar’s global business to meet the specific needs of financial advisers, their businesses and the clients they serve. Empowering investor success drives everything we do.

Combining our world class multi asset investment portfolios with a client-focused adviser service program, you’ll have insider access to tools, insights and content that help keep your clients engaged and on track with the financial plans you have created for them.

Atlantic House is a leading derivatives-based asset manager, dedicated to working with multi-asset investors across the world to build more predictable, resilient, and effective portfolios.

Atlantic House has a range of market-leading funds, including the Atlantic House Balanced Return Fund, which addresses the increasing problem multi-asset investors face when diversification between equities and bonds breaks down. The fund uses a broader toolkit to offer investors greater resilience and predictability throughout the economic cycle.

Alongside our funds, Atlantic House Solutions collaborates with leading multi-asset investors to build bespoke solutions to meet their own specific needs, and we put our investment expertise into action through our own discretionary fund manager, Albemarle Street Partners.

Bordier UK is an award-winning specialist investment manager that provides investment management solutions to advisers and their clients in the UK. For over 30 years we have been committed to working closely with advisers to develop a comprehensive and flexible range of high-quality services to meet the demands of a modern adviser business. We are part of the Bordier Group, which is built on solid foundations with a strong Tier 1 capital ratio of 35.0%. Established in Geneva in 1844, the Bordier Group operates in six countries across three continents, managing assets of circa £14.5bn for approximately 4,400 families.

Clever provides a range of investment solutions including the Clever Marlborough Managed Portfolio Service and a software system called Clever Adviser which helps financial planners manage their own in-house portfolios more efficiently.

These solutions utilise our proprietary fund screening technology, the CleverEngine, which aims to eliminate the detrimental influence of human emotions on investment decisions, helping to achieve more reliable outcomes for investors.

The CleverEngine has been powering portfolios for over 15 years. It assesses, scores, and ranks over 4000 UK domiciled funds monthly, identifying successful funds to be included in portfolios and flagging underperforming funds that should be removed.

Guinness Global Investors is an independent active fund manager specialising in long-only equity funds and private equity investments and established in 2003 by founder and chairman Tim Guinness. Our specialist disciplines of equity income, energy, innovation and Asia offer exposure to key themes to help investors achieve their investment goals. Active management, high conviction, value and stewardship are central to our philosophy and they are delivered through concentrated, equally weighted portfolios

Hymans Robertson Investment Services (HRIS) is a specialist UK-wide discretionary fund management business, owned by Hymans Robertson LLP. We offer model portfolios to a select number of financial advisers with the aim of bringing a higher standard of service, institutional rigour, operational resilience and, ultimately, better investment outcomes to the retail market.

With over 100 years of expertise, our parent’s scale gives us access to in-house data, forecasting technology, investment research and robust governance, beyond that of other retail DFM operations. This allows us to future-proof our portfolios by testing them against thousands of economic scenarios.

We are Antony George,

The UK’s First Financial Planning Subscription based Recruitment Agency.

Our expertise are recruiting Financial Advisers, Mortgage Advisers, Paraplanners, and Administrators.

Beyond recruitment, we excel in strategic business planning, we strive to elevate our clients businesses to the highest standard in every way that we can.

We host the largest WhatsApp community groups for Advisors, Paraplanners and Ops/Managers within the Financial Planning space, creating an atmosphere and space that encourages long-term support and meaningful relationships within the industry.

Antony George prides itself on being different, motivational, and positive.

DD|hub – free due diligence data for advisers

FCA rules are clear – suitability means advisers must research the market, then “conduct detailed due diligence on the recommended solutions” (TR14/5). FOS is now also considering adequacy of adviser due diligence.

DD|hub streamlines the process, giving advisers free online access to due diligence data from discretionary managers, platforms, IHT (Business Relief) products, multi-asset funds and Self Invested Personal Pensions:

• Comprehensive library of questions/responses
• Optional scoring, to keep track
• Comprehensive reporting and evidencing
• Receive updates for monitoring

Consumer duty (and the latest Dear CEO letters) bring this into sharp focus: advisers must get this right and document their reviews.

Register free: ddhub.co.uk/AdviserRegistration.

Fanatic is a digital creative agency focused on delivering growth for our clients through design, development and digital marketing for clients globally from our studio in the UK.

With specific sector experience in financial services, we create beautifully designed and expertly engineered websites and apps. By ensuring that our clients offer the best user experience and by providing tailored digital marketing programs, we ensure our clients convert more traffic into sales or enquiries. We become a secret weapon to deliver overall business growth for our clients against specifically identified goals.

P1 Investment Services is home to the award-winning P1 Platform and our award-winning Investment Management Services.

The P1 Platform is a low-cost platform that uses technology to overcome the existing limitations in our industry. We focus making the platform easy to use and innovative, allowing us to save your clients’ money while you save time. And all supported by industry leading service.

Our low-cost investment services cover the lifecycle of adviser clients, from Wealth Accumulation portfolios to our Retirement Income and AIM (IHT) Service. We also provide Asset Tracker (passive) and Ethical & Sustainable portfolios and a Mandated Model Portfolio service.

The lang cat is an integrated insight, communications and regulatory and public affairs consultancy. With them, it’s a whole package deal. Everything they do is driven by insight. All of the content that they create is driven by an understanding of the market and of the sector. All of this, alongside their subject matter experts, means that they can offer the financial services industry the understanding and independent insight it needs to improve outcomes for all.

Leading Professional Trustee Service provider, offering a distinctive array of Flexible Reversionary Trusts designed to safeguard family wealth for future generations. With over 25 years of proven innovation and expertise, we specialise in guiding families through the transition of wealth, at a time when unprecedented levels of assets are set to pass down to the heirs of the baby boomer generation. Our tailored solutions ensure ongoing access to accommodate changes in circumstances, overcoming many barriers to making lifetime gifts into Trust. Discover how our services can support your clients on their journey towards securing their legacy with confidence and peace of mind.

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.

We are Go Beyond, and we give breaks in the British countryside to children who live in seriously challenging circumstances. Like us, you know the benefits of a ‘getting away from it all’ and taking some time out. For these children, a week away can change their lives – forever.

We are a small charity that makes a huge difference to children in the UK who desperately need a break. They are children who care for their ill mums and dads, children who worry about where their next meal will come from, children who fall behind at school and struggle to make friends, children who hide in their bedroom, afraid to come out. In short, children who don’t really have a childhood.

Without our supporters, these children would never get a break, never get a chance to explore the great outdoors, go on adventures, go orienteering or canoeing, or toast marshmallows by the fireside with new friends. Go Beyond puts magic into their lives, through simple, traditional holidays with no screens and lots of time spent outdoors.

Over the last 30 years, we have given over 19,000 vulnerable children breaks. For one week, they pack their troubles away and discover a life that’s full of fun, laughter and imagination. And when it’s all over, they go home with memories that last a lifetime.