What we do

  • Investment


    Our in-house investment team build and maintain a wide range of solutions to help financial Advisers support their clients in reaching their financial goals.

  • Platform Services


    We support Advisers and their clients to get the best out of our services through our multi-award winning client services team.

  • Technology


    We provide our customers with innovative and intuitive technology solutions that are built in-house by our talented development team.

Who we are

We launched in 2007 with just a handful of staff, housed in a room above the iconic Tramshed in Bath. In the 11 years since, we have enjoyed fantastic growth. We currently house our 200+ staff in a friendly open plan office near the waterfront, in the vibrant city of Bristol. With the help of a hard-working, committed team of people we've brought to life our vision of making investment simple and accessible to all, picking up a raft of prestigious awards along the way.

Our success is in no small part down to our talented team of people, which is why the continued recruitment of amazing people will play a key part in us continuing to deliver against our ambitious growth strategy.

  • The initial launch of our proposition
  • Our move to Bristol
  • Partnered with 1000+ Advisers
  • Hired our 200th employee
  • Achieved milestone of £5bn AUM
  • Move to Aurora

What it's like to work here

  • A Social Culture

    A social environment

    With an open plan office that's always busy, it's also an environment that brings people together to have a bit of fun during the working week. Whether it's our monthly payday drinks, quiz nights or film club events, there's always something in the calendar.

  • The Location

    The location

    Based in the heart of Bristol in modern offices by the waterfront, the diverse city centre is right on our doorstep. You'll often see staff enjoying a lunchtime walk around the harbour or indulging at one of the many restaurants or food markets the centre of Bristol has to offer.

  • Health and Wellbeing

    The importance of wellbeing

    We actively promote a culture of wellbeing and having an enjoyable working environment, where everyone has access to the tools they need to thrive is important to us. Whether it's your physical wellbeing through a subsidised gym membership and health cover, or our focus on your long-term financial wellbeing with our generous pension contribution, we make sure you're looked after.

  • Career support

    Career support

    We know that the key to continued success is through constantly evolving our offer to both Advisers and their clients. Our people are critical in making this a reality and that's why we make sure they receive the necessary support and opportunities to develop their skills and career with us.

  • Financial Futures

    Our company culture

    As a forward thinking company in a complex marketplace, we know we can make a real difference to peoples' lives with our work. This is why our award-winning service culture and approach to innovation are in the DNA of our business and is something we are all proud of.

  • Approach to technology

    Approach to technology

    Our growing agile delivery teams use a combination of tried and tested practices and emerging technologies to stay at the forefront of the market. Responding to industry change, methodology and technology, we collaborate across the board to refine and improve our offer and our business giving our customers a service that exceeds their expectations.

A new dawn is upon us, with our move to the brand new development at Aurora complete. The complex is a state of the art, environmentally friendly office building within the Finzels Reach development. Situated in the heart of Bristol, the new office is in a great central location just a 10 minute walk to Temple Meads station and around 5 minutes to Cabot Circus.

The site has achieved the BREEAM 'Outstanding' award for sustainability and also holds a LEED Gold standard in environmental design.

Take a quick tour of Aurora at Finzels Reach