Adviser Insight
Autumn Budget 2025: Everything you need to know
On Wednesday 26 November, the Chancellor will reveal what’s expected to be one of the most significant Budgets in years – and your clients will be looking to you for answers. In collaboration with experts from Technical Connection, Tony Wickenden and Claire Trott, we’ve created some resources to help you prepare.
Adviser insight
Bridging the pension trust gap
For many people, retirement seems so far removed from their daily life that it often gets pushed to the bottom of the to-do list. But with an evolving pensions landscape, shifting demographics and mounting financial pressures, encouraging conversations about long-term finances has never been more important.
Adviser insight
Preparing for ISA simplification
The government is clearly on a mission to move the nation’s mindset from holding savings in cash towards greater participation in investing. It seems likely that some form of ISA simplification is on the cards to support the desired cultural shift.
Adviser insight
ETFs in MPS: An untapped opportunity for UK advisers
Are you making use of exchange traded funds (ETFs) as part of your clients’ portfolios? If not, you could be missing out on another way to diversify your clients’ investments.
Adviser insight
What the FCA’s targeted support proposals could mean for advisers
The FCA has published its latest proposal to address the long-standing issue of the advice gap. At the heart of this initiative is the concept of targeted support. In his latest article, Nick French, Commercial Director at Wealthtime, explores what this could mean for advisers.
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.
Welcome to Wealthtime – the platform built around you.
We’re Wealthtime, an award-winning investment platform that helps advisers deliver the best outcomes for their clients. We bring together smart technology and expert support to give your business more capacity and make it easier to serve your clients.
We’ve spent over 15 years listening to advisers and building a platform that puts them first. Whether it’s our flexible range of wrappers, our outstanding choice of investments, or our market-leading investment tools – everything we do is built around you.
£12bn
1,500
77,000
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 & Accreditations
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