Adviser Support

Partnership Approach

We believe an investment partner should offer much more than a managed investment solution. Our partnership approach helps advisers to achieve their business goals. The Adaptations Partnership Programme (APP) ensures the greatest level of support.

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Tailored Service

We provide a tailored service, adapting our offerings to different adviser businesses. This means advisers and their clients can benefit from our help across many areas. The APP opens the door to expertise across the Group.

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Accessible Solutions

We offer access to solutions via a wrapped/unitised fund structure, an unwrapped version, or a combination of the two. This enables advisers to choose what’s best for their clients. All three options are only available via third-party platforms.

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Clear Objectives

We focus on delivering returns targeted at beating inflation by a stated minimum over any rolling 5-year period. This brings the assurance that clients will clearly understand how portfolios relate to their objectives. It also helps to ensure regulatory compliance.

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