Our supporters

The IFP is very grateful to its supporters who are listed below.

Our supporters provide such a valuable contribution that helps us to provide many of the events, training and professional development opportunities we offer to members. If you're interested in becoming an IFP supporter, please get in touch.

 

Aberdeen Asset Managers Limited

http://www.aberdeen-asset.com

At Aberdeen, asset management is our only business. We operate independently and only manage assets for third parties, allowing us to focus solely on their needs, without conflicts of interest.

We now manage over £181.2 billion* of third party assets from our 31 offices in 23 countries around the world. Our clients access our investment expertise drawn from three main asset classes: equities, fixed income and property, as well as alternative strategies.  We package our skills in the form of segregated and pooled products across borders. We invest worldwide and follow a predominantly long-only approach, based on fundamentally sound investments.

Our investment approach is grounded on strong teamwork, due diligence and discovery – we do not chase market fads and value independent thinking and doing our own research.

Ascentric

http://www.ascentric.co.uk

With its open architecture and unrestricted access to third party products and tax wrappers, the Ascentric Wrap is well positioned to meet the needs of advisers arising from the Retail Distribution Review.

  • Unbiased access to third party products 
  • A range of tax wrappers
  • Over 3,000 funds, shares, bonds & cash
  • Transparent adviser charging
  • Competitive pricing

AXA Wealth

www.axawealth.co.uk/adviser

AXA Wealth is part of the AXA Group, one of the largest companies in the world. We distribute a range of pension and investment products to help meet the needs of you and your clients.

We strive to provide you with market-leading propositions and specialist technical and business consultancy support to help you deliver the best advice to your clients and build a successful advisory business. Your success is our success.

Cazenove Capital

www.cazenovecapital.com/funds

Cazenove Capital is an independent investment business. We remain focused on what we do best – delivering products with a strong emphasis on risk management. Our carefully selected fund managers are vastly experienced many receiving awards and ratings as a result of their investment expertise. We specialise in three key investment areas:

•           UK and European equities

•           Fixed income

•           Multi-manager

 

Deutsche Bank / db X-trackers

www.etf.db.com

db X-trackers ETFs and db-X ETC from Deutsche Bank

db X-trackers is Deutsche Bank's Exchange Traded Funds (ETF) platform. Since the launch of the business in 2007, assets under management have grown to over €33 billion (as per 09.12.20111) across more than 220 products in a broad spread of asset classes, sectors and themes, covering Equity, Bonds, Credit, Money Market, Currency, Commodity and Hedge Fund Index ETFs. 

In addition, Deutsche Bank offers ETCs under the brand name db-X ETC, providing a range of commodity exposures, covering energy, industrial metals, agriculture and precious metals, including the UK’s first sterling-hedged precious metals ETCs. www.etc.db.com.

For more details or to arrange a meeting please contact David Patterson, Head of UK Wholesale Distribution on: david.patterson@db.com, +44(0) 7956 303462

Dimensional

http://www.dfauk.com

Dimensional Fund Advisors Ltd. aims to deliver the performance of capital markets and add value through portfolio engineering and trading. The firm’s broadly diversified mutual funds are designed to precisely target the dimensions of risk identified through decades of research and capture their expected returns. As of June 4, 2010, Dimensional managed £110 billion for the clients of fee-only financial advisers and institutional investors worldwide.

Dominion Funds

http://www.dominion-funds.com/

Evolve Consulting

www.e-volveconsulting.co.uk

Hendersons Global Investors

http://www.henderson.com/sites/henderson/uk_pa/home.aspx

Henderson Global Investors is a leading independent global asset management firm. The company provides its institutional, retail and high net-worth clients access to skilled investment professionals who manage a broad range of asset classes, including equities, fixed income, property and private capital. Henderson is one of Europe’s largest investment managers, with approximately £61.6bn assets under management, at 31 December 2010, and employs around 990 people worldwide.

Hornbuckle Mitchell

http://www.hornbuckle.co.uk

We are the largest independent SIPP and SSAS provider in the UK and have been at the forefront of self-invested pension administration and innovation for more than 25 years.

Our objective is to continue providing Financial Planners with the solutions that maximise choice, backing this up with strong support from named administrators, a highly experienced technical team and UK wide trustee consultants.

HSBC Life (UK) Ltd

https://www.bond.hsbc.co.uk/login.aspx

In 2009, HSBC Life (UK) Ltd, which is a subsidiary of HSBC Bank plc, launched an Open Architecture Onshore Investment Bond into the intermediary market. Due to the success of the bond, a Maximum Investment Plan was subsequently launched in January 2011.  Transparency, Simplicity and Flexibility are just some of the features that these unique products have to offer.

HSBC Life is authorised and regulated by the FSA (Registration number 133435). Registered Office: 8 Canada Square, London, E14  5HQ. Registered in England (UK) number 88695.

Independent Health Care Solutions

The IFP Healthcare Scheme

http://www.ihcs.co.uk/

IHCS are specialist healthcare brokers working with the IFP membership to develop and grow successful healthcare accounts. Our Health Advisor proposition utilisesthe buying power of the IFP to deliver premiums unavailable to IFA’s working in isolation.

Contact Philip Nielsen or Jim Jackson on 01274 693020 or email info@ihcs.co.uk

 

iShares

http://uk.ishares.com/en/pc

iShares is the world's No 1 ETF provider* globally with US$669.9 billion in assets under management. With over 470 ETFs listed on exchanges worldwide and over 39% market share globally, iShares has been championing ETFs as a better way of investing for the past 15 years**.

* Source: ETF Landscape, Industry Review, February 2012, BlackRock.

** Data as at February 2012

James Hay Partnership

http://www.jameshay.co.uk

The James Hay Partnership is one of the largest providers of SIPPs in the UK* and also offers Wrap and SSAS propositions.

James Hay has been working with advisers and clients for over 30 years to administer savings and investments in the most cost and tax efficient way. We have developed a level of expertise which we believe is unrivalled in the industry. Today we look after the pension and investment savings of over 40,000 clients and £12 billion of assets**.

* Mintel 2010

** As at December 2010

JP Morgan Asset Management

www.jpmorganassetmanagement.co.uk/adviser

J.P. Morgan Asset Management is one of the world's largest and most successful asset managers.  Our product range spans funds, alternative investments and bespoke services, tailored to meet the requirements of the specific market segments that we service.  In the UK we are committed to supporting the advisory profession both in terms of product solutions and practical business insights which we hope will enhance the adviser/client relationship.

M&G Investments

http://www.mandg.co.uk/GlobalHome/

Since 1931, when M&G Investments launched the UK’s first unit trust, we have believed in offering clients straightforward products together with clear, balanced information to help them make the right investment decisions.

When you choose M&G, you are investing in a business built on conviction, which has a ‘can-do’ attitude and challenges the consensus. This approach is reflected in everything we do.

Margetts

http://www.margetts.com

Margetts Fund Management Ltd is one of the oldest and most successful multi-managers. The first multi-manager was launched in 1992 and the Margetts investment management team have won numerous awards for investment performance across their range in recent years. In 2008 & 2007 Margetts were awarded the Lipper Award for Best Small Group for Mixed Assets.

Morningstar

http://www.morningstar.co.uk

Morningstar is a leading global provider of independent investment research. In the UK, our Adviser Workstation service provides valuable support for financial advisers in the critical areas of asset allocation and portfolio construction and management.
 
Morningstar has built an enviable reputation as a trusted source for insightful information on managed funds and for its expertise and understanding in supporting advisers to help customers make better investment decisions.

NS&I

NS&I has been a constant in the financial services market place since 1861, with nearly 27 million customers and over £98 billion invested. It is best known for Premium Bonds, but has a range of other products to suit a variety of customers. All products offer 100% security, because NS&I is backed by HM Treasury.

Nucleus Financial

www.nucleusfinancial.com

Nucleus is a wrap provider founded in 2006 by a number of quality IFAs to initiate a sea-change in the investment and pensions market. The central innovation is the IFA based ownership structure and all that flows from this control.

 

Parmenion

http://www.Parmenion.co.uk

Parmenion provides investment solutions to Advisers seeking to grow funds under management within their businesses.  By combining online platform-based administration with discretionary management capabilities, Parmenion enables Advisers to deliver a sophisticated client investment service whilst building efficient, scalable and profitable businesses. Parmenion is an independent company backed by some of the most experienced investment and technology executives in the industry.

Pershing

Pershing Limited, an affiliate of Pershing LLC and a subsidiary of The Bank of New York Mellon Corporation, was established in London in 1987 and is a leading provider of outsourcing solutions for private client firms and institutional broker dealers in Europe. From our offices in London, Liverpool, and Dublin, we provide operational, IT, regulatory, and investment support and solutions for clients in the UK, Ireland, and continental Europe who are developing their European business and growing market share in Europe. We also work closely with our US-based colleagues in Pershing’s Global Securities Services to support European clients who are expanding their businesses in the Americas.  Pershing's highly experienced senior management team is complemented by the expertise of our operations and IT professionals, relationship management teams, conversion specialists, and product development units, all working together to support the growth of our clients' businesses. As a subsidiary of The Bank of New York Mellon Corporation, Pershing has access to industry expertise and expanded financial resources and maintains a strong presence on the world's major exchanges.

Pictet

http://www.pictetfunds.co.uk/?

Founded in 1805, Pictet is Switzerland’s largest private bank and considered one of the leading specialist investment houses in Continental Europe. We pride ourselves on our global reach. Group AUM and administration were £239.5 billion as at June 2010. We have over 100 funds comprising Regional Equities, Emerging Equities and a interesting range of Fixed Income and innovative thematic funds.

Prudential

Prudential plc is an international financial services group with significant operations in Asia, the US and the UK.  We serve approximately

25 million customers and have £290 billion of assets under management.  We are one of the best capitalised insurers in the world with an Insurance Group Directive (IGD) capital surplus estimated at £3.4 billion.

Russell Investment

http://www.russell.com/uk/default.asp

Russell Investments is one of the world's most influential and trusted providers of investment services. Founded in 1936, Russell pioneered multi-manager investing launching its first funds for US investors in 1980 adding Dublin domiciled funds in 1994. The firm manages approximately US$200 billion in assets through strategic distribution alliances and independent financial advisors in over 40 countries. Russell supports advisors globally with a combination of intelligent portfolio design, capital market insights and practice management.

Scottish Widows

http://www.scottishwidows.co.uk/

Scottish Widows is one of the most recognised brands in the life, pensions and investments industry. We understand that preparing for the future is important, but that Financial Planning can be complicated. We are different because we understand. We offer a range of products and services which can help our customers make the right decisions for their financial futures.

Seven Investment Management

http://www.7im.co.uk

Seven Investment Management (7IM) offers a unique combination of services to Financial Planners who wish to delegate investment management whilst keeping full control of the client relationship. 7IM provides a discretionary management service delivered via our team of specialist investment advisors, together with a range of multi-manager OEIC funds, and a wrap platform to allow you to oversee all your clients' investments. Call us on 020 7760 8777  for more details or to arrange a meeting.

Standard Life

http://www.standardlife.co.uk

Established in Edinburgh in 1825, the Standard Life group is a financial services group whose principal activities consist of the provision of life assurance and pensions, investment management, banking and healthcare insurance products with approximately 10,000 employees spread across the UK, Canada, Ireland, Germany, Austria, India, Hong Kong and mainland China

Standard Life Assurance Limited (SC286833) is registered in Scotland at Standard Life House, 30 Lothian Road, Edinburgh EH1 2DH and is authorised and regulated by the Financial Services Authority. 0131 225 2552. Calls may be recorded/monitored.
© 2008 Standard Life

Suffolk Life

http://www.suffolklife.co.uk

Suffolk Life is a leading SIPP provider and has become synonymous with consistently high-quality service. We have established over 12,000 self-invested plans and total assets now exceed £3 billion, including around 1,500 properties for over 2,500 SIPP investors. Our MasterSIPP has accepted both protected and non-protected rights for self-investment since October 2007, breaking the historic limitations of cash or insured funds.

The Prestwood Group

http://www.prestwood-group.co.uk

Prestwood are the leaders in client facing financial planning software. In 2007 they launched ‘Truth®’ which has since helped hundreds of advisers move to more profitable financial planning models. Truth is easy to use with clients thereby creating powerful client relationships. It moves the focus off products and investments to what matters most – helping clients identify, achieve and maintain their desired lifestyle.

Thesis Asset Management

http://www.thesis-plc.com/

Our proposition;

1. Wide range of investment solutions from model portfolios to fund of funds to bespoke portfolios to Private Office
2. Appropriate and relevant communication
3. Total application of investment thinking across all solutions
  
 +

Your requirements;

a) Degree of influence
b) Degree of interaction

= A discretionary investment outsourcing solution created around you and your clients. 

Making investment individual

Threesixty

threesixty services llp is a leading provider of support services to directly regulated IFA practices. Their team of dedicated and experienced professionals take a genuine pride in assisting each of their clients in achieving their objectives. Realising every directly regulated IFA is unique and requires bespoke support; threesixty deliver genuine menu based services to over 530 directly regulated firms.

To find out more about threesixty services please visit www.threesixtyservices.co.uk

Transact

http://www.transact-online.co.uk

Transact is the first independent, IFA-only Wrap service to be launched in the UK in 2000. Transact provides a full range of open architecture tax wrappers which can purchase, hold and report on virtually any asset that is tradeable and priceable in the UK, including all Unit Trusts, OEIC's, Investment Trusts, Equities, Gilts, VCT's, ETF's Hedge Funds and cash.

Vanguard

http://www.vanguard.co.uk

The Vanguard Group established the first index fund in the US in 1976 and today manages $1.6 trillion in assets worldwide.1

Vanguard Investments UK, Limited launched in 2009, and offers 12 passively managed index funds.

Further information, visit vanguard.co.uk

1 Data correct as at 31/03/2010.

Vanguard Investments UK, Limited is authorised and regulated in the UK by the Financial Services Authority.

Zurich

http://zurichintermediary.co.uk

Our market place is rapidly changing and with change comes challenge and opportunity. Zurich is committed to helping you identify the opportunities by providing leading edge systems, quality service and innovative business solutions.

Our new generation of pension, protection and investment propositions is designed to meet changing customer needs and to assist you in evolving your business models.