It’s time for evolution
Working with global experts to transform our platform
We’ve partnered with Wipro and GBST to bring you a truly next-generation platform experience. Our new 10-year partnership is more than an upgrade. It’s an evolution of how platforms work – one that will help us future-proof our platform and fundamentally transform our service.
Tax year end hub
With Wealthtime, you’ve got the perfect recipe for success
Take a look at our one-stop tax year end hub designed exclusively for financial advisers. Providing you with all the information and tools you’ll need to deliver the best possible outcomes for you and your clients this tax year end.
Rethinking Retirement
Unlock the secret to executing a best-in-class retirement advice service
Based on content from our successful roadshows, this webinar will help advisers move from reviewing and strategising to implementing and executing a best-in-class retirement advice service.
Welcome to Wealthtime, the next generation adviser platform business.
We’re here to help advisers build their investment proposition and deliver the best possible outcomes for investors.
We have over 15 years’ experience in the platform market as an award-winning and innovative provider. We’ve seen many things change in that time, but at least one thing hasn’t – our commitment to supporting advisers and delivering a truly next generation adviser platform experience.
£11bn
1,500
75,000
What we offer you
We can provide you with a comprehensive investment wrap service regardless of which platform you choose. You’ll find everything you’d expect from an advisory platform plus market leading technology and service.
1
2
3
4
Service that truly supports
We want our users to take centre stage. From day one, you’ll get a service that’s designed around you. You’ll know your clients’ investments are protected and you can focus on achieving their desired outcomes. We offer a bespoke and tailored service, named points of contact and full platform training delivered by a dedicated team.
We believe in providing a highly personal service. And part of that is making sure our platforms and technology work to support you and your business now, as well as offer the flexibility required to meet your future needs. We made it our mission from the outset to develop a market-leading, legacy-free platform that makes administration processes easier. All to help you and your business remain productive and efficient, while giving you more time to spend with your clients.
Group Awards
One group, two platforms
We currently offer two separate platforms – the Wealthtime platform and the Wealthtime Classic platform.
Learn more about our platforms and our plans for the future.
Leadership Team
Our Leadership Team reports to our company board and is responsible for all day to day matters of the business. With combined experience of over 175 years and a commitment to excellence, our company culture and adviser experience are in excellent hands. Together they have led the way on the two Wealthtime propositions to ensure our key principle of Pursuing Potential Together is ingrained at every level of the business.
Call our team today
Whether you're looking to start using our service, or simply have a question for us, we're just a phone call or email away. Lines are open 9am to 5pm Monday to Friday. To help us improve our service, we may record or monitor calls.
For Wealthtime platform queries, call
0345 680 8000
For Wealthtime Classic platform queries, call
03330 417 010