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Specialist Team

Our expanding specialist sales team is there to make the technically complex accessible, with practical advice ideas for you and your clients. Our team of 17 specialists offer an extensive portfolio of support from a practical workshop approach to learning through case studies and questions.

 

 

Pension Specialists

Pension reforms have opened up a wave of opportunity for you and your clients. Let our pension gurus help you to make the complex clear, so your clients can have the income they need for the retirement they want.

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Protection Specialists

Protection is the cornerstone of financial advice. Whether it’s family protection, legacy planning or protecting a business, our Protection Specialists can help you identify opportunities and guide you through setting up the best arrangements for your clients. 

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Offshore Specialists

Investing offshore can provide a number of benefits to your clients. Whether its investing for  growth, legacy planning or as part of their retirement planning, our Offshore specialists can help you to make the complex clear, help you identify advice opportunities and support you in your advice. 

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Bank Specialists

Banks are still a key distribution channel in the UK and over the years we have built up an excellent relationship with our banking partners across the Globe. Our Bank Specialists help advisers in the Banks identify how our range of products and solutions can deliver positive outcomes for their different customer segments.

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