The platform built around you

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.

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About our platform

15 years

Experience in the platform market

77 k

Investors using our platforms

1,500

Adviser firms working with us

3,800

Adviser platform users

12 bn

AUA on platform

B (strong)

AKG financial strength rating

A future-proofed platform experience

Clean, modern and easy-to-use – the Wealthtime platform has been designed to make your life easier. Our intuitive platform experience saves you time and makes investing your clients’ money as straight-forward as possible. We also continually improve our platform to equip our users with the latest technology, tools  and propositional features.

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Complete control of your clients’ investments

Our wide range of wrappers and investments puts you in complete control of your client’s investment journey – no matter what their goals are.

1

Wide range of wrappers

Including our Flexible Stocks and Shares ISA, JISA, SIPP, JSIPP, GIA and an Offshore Bond provided by RL360.

2

Extensive investment range

Over 6,000 lines of assets, including 3,500 funds from more than 300 fund managers, plus offshore and onshore, retail and institutional, authorised and non-daily dealt.

3

Tax-efficient products and tools

AIM listed stocks, a market-leading CGT calculator, and much more help your clients invest and draw income in the most tax efficient way.

4

Comprehensive portfolio of tools

Our portfolio management tools make it easy to create, evaluate and improve performance of your model portfolios.

Service that truly supports

We’re continually investing in our people and technology to provide outstanding service. From day one, you’ll get a service designed around you. One that makes administration easier, giving you time to focus on the important things, like looking after your clients. 

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Smart tech, real people

Use our smart tech to self-serve or speak to our dedicated inhouse team for one-to-one support.

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Experts on hand

Our service teams undergo extensive training, including a six-week intensive starter course and a long-term 12-month training.

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We value your business

You’ll have your own dedicated, named points of contact here to help whenever you need it.

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Ongoing investment service

We’ve invested heavily in our existing people and hired experts where needed.

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GBC accredited

We’re accredited by the Good Business Charter (GBC) – the UK’s benchmark for responsible business. 

Meet the team

Wealthtime are an experienced team of 150 employees, working hard to deliver the best outcomes for Advisers and Investors.

From Key Account Managers to our Service Excellence team, meet the people who keep our business running day to day.

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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.

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Award winning service