{"id":246,"date":"2023-08-21T16:37:09","date_gmt":"2023-08-21T16:37:09","guid":{"rendered":"https:\/\/www.wealthtime.com\/adviser\/?page_id=246"},"modified":"2026-03-31T15:52:09","modified_gmt":"2026-03-31T15:52:09","slug":"wealthtime","status":"publish","type":"page","link":"https:\/\/www.wealthtime.com\/advisers\/wealthtime\/","title":{"rendered":"Wealthtime Platform"},"content":{"rendered":"\n<section id=\"hero-block_7c7fd6792fc46f82f22671263766aa77\" class=\"hero black\">\n\n  \n    <div class=\"slider\" id=\"slider-block_7c7fd6792fc46f82f22671263766aa77\">\n\n      <div class=\"slider-wrapper\">\n\n        \n        \n          <div class=\"slide\" data-slide-index=\"1\" data-slide-active=\"true\">\n\n            \n\n  <img loading=\"lazy\" decoding=\"async\" width=\"1920\" height=\"1333\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2022\/08\/wealthtime-hero-1920x1333.jpg\" class=\"hero-image\" alt=\"row full-width hero\" srcset=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2022\/08\/wealthtime-hero-1920x1333.jpg 1920w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2022\/08\/wealthtime-hero-300x208.jpg 300w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2022\/08\/wealthtime-hero-1024x711.jpg 1024w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2022\/08\/wealthtime-hero-768x533.jpg 768w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2022\/08\/wealthtime-hero-1536x1067.jpg 1536w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2022\/08\/wealthtime-hero-2048x1422.jpg 2048w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2022\/08\/wealthtime-hero-640x444.jpg 640w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2022\/08\/wealthtime-hero-1200x833.jpg 1200w\" sizes=\"auto, (max-width: 1920px) 100vw, 1920px\" \/>\n\n<div class=\"grid content body-push left-aligned \">\n\n  <div class=\"content-wrap\">\n\n    <div class=\"wrap-inner\">\n\n      <p class=\"label\">Wealthtime platform<\/p>\n\n      \n        <h1 class=\"hero-title\">The platform built around you<\/h1>\n\n      \n      \n      \n      \n      \n    <\/div>\n\n    \n  <\/div>\n\n  \n<\/div>\n          <\/div>\n\n          \n                \n      <\/div>\n\n      \n    <\/div>\n\n    \n<\/section>\n\n\n\n\n  <section class=\"page-menu\" id=\"page-menu\">\n\n    <div class=\"nav-wrapper-outer\" id=\"nav-wrapper-outer\">\n\n      <div class=\"body-push row\">\n        \n        <div class=\"nav-wrapper\" id=\"nav-wrapper-inner\">\n          <!-- Menu goes here -->\n          <ul id=\"page-nav\"><\/ul>\n        <\/div>\n\n      <\/div>\n\n    <\/div>\n\n  <\/section>\n\n\n\n\n<section id=\"About-us\" class=\" signposts light-gray \" id=\"About-us\"  >\n\n    <div class=\"body-push row\">\n\n        <div class=\"grid  layout-100-0\">\n\n            <div class=\"col-1\">\n                \n                \n                \n                    <div class=\"content\" data-animate-on-scroll='fade-up'>\n\n                        <h2><span data-contrast=\"auto\">Welcome to Wealthtime, <\/span><span data-contrast=\"auto\">the platform built around you. <\/span><\/h2>\n<h3><span data-contrast=\"auto\">We\u2019re\u00a0Wealthtime, an award-winning investment platform that helps advisers deliver the best outcomes for their clients.\u00a0We bring together smart technology, expert support, and a\u00a0complete investment solution\u00a0to give your business more capacity and make it easier to serve your clients.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/h3>\n<p><span data-contrast=\"auto\">We\u2019ve\u00a0spent over 15 years listening to advisers and building a platform that puts them first. Whether\u00a0it\u2019s\u00a0our\u00a0flexible range of wrappers, our outstanding choice of investments, or our\u00a0market-leading investment tools\u00a0&#8211; everything we do is built around you.\u00a0<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<p>&nbsp;<\/p>\n<h3>Our credentials<\/h3>\n<p>&nbsp;<\/p>\n\n                    <\/div>\n\n                \n                \n            <\/div>\n\n            \n        <\/div>\n\n        \n            <div class=\"grid signpost-row grid-cols-3 white-with-gradient\">\n\n                \n                    \n\n    <article class=\"single-signpost white-with-gradient stat-active\" data-animate-on-scroll=\"fade-up\">\n\n        \n        \n            <h3 class=\"stat\">\n                \n                15\n                <sup>years&#8217;<\/sup>\n            \n            <\/h3>\n\n        \n        <div class=\"signpost-meta\">\n\n            \n                <h3 class=\"subtitle\">\n                    \n                    Experience in the platform market                \n                <\/h3>\n\n            \n            \n            \n        <\/div>\n\n    <\/article>\n\n\n                \n                    \n\n    <article class=\"single-signpost white-with-gradient stat-active\" data-animate-on-scroll=\"fade-up\">\n\n        \n        \n            <h3 class=\"stat\">\n                \n                1,500\n                <sup><\/sup>\n            \n            <\/h3>\n\n        \n        <div class=\"signpost-meta\">\n\n            \n                <h3 class=\"subtitle\">\n                    \n                    Adviser firms using our platform                \n                <\/h3>\n\n            \n            \n            \n        <\/div>\n\n    <\/article>\n\n\n                \n                    \n\n    <article class=\"single-signpost white-with-gradient stat-active\" data-animate-on-scroll=\"fade-up\">\n\n        \n        \n            <h3 class=\"stat\">\n                \n                3,800\n                <sup><\/sup>\n            \n            <\/h3>\n\n        \n        <div class=\"signpost-meta\">\n\n            \n                <h3 class=\"subtitle\">\n                    \n                    Adviser users                \n                <\/h3>\n\n            \n            \n            \n        <\/div>\n\n    <\/article>\n\n\n                \n                    \n\n    <article class=\"single-signpost white-with-gradient stat-active\" data-animate-on-scroll=\"fade-up\">\n\n        \n        \n            <h3 class=\"stat\">\n                \n                77k\n                <sup><\/sup>\n            \n            <\/h3>\n\n        \n        <div class=\"signpost-meta\">\n\n            \n                <h3 class=\"subtitle\">\n                    \n                    Investors investing with us                \n                <\/h3>\n\n            \n            \n            \n        <\/div>\n\n    <\/article>\n\n\n                \n                    \n\n    <article class=\"single-signpost white-with-gradient stat-active\" data-animate-on-scroll=\"fade-up\">\n\n        \n        \n            <h3 class=\"stat\">\n                \n                B AKG\n                <sup><\/sup>\n            \n            <\/h3>\n\n        \n        <div class=\"signpost-meta\">\n\n            \n                <h3 class=\"subtitle\">\n                    \n                    Financial strength rating                \n                <\/h3>\n\n            \n            \n            \n        <\/div>\n\n    <\/article>\n\n\n                \n                    \n\n    <article class=\"single-signpost white-with-gradient stat-active\" data-animate-on-scroll=\"fade-up\">\n\n        \n        \n            <h3 class=\"stat\">\n                \n                12bn\n                <sup><\/sup>\n            \n            <\/h3>\n\n        \n        <div class=\"signpost-meta\">\n\n            \n                <h3 class=\"subtitle\">\n                    \n                    Assets under Administration (AUA)                \n                <\/h3>\n\n            \n            \n            \n        <\/div>\n\n    <\/article>\n\n\n                \n            <\/div>\n\n            \n\n\n                \n            \n        \n\n        \n    <\/div>\n\n<\/section>\n\n\n<section id=\"Our-journey\" class=\" signposts black \" id=\"Our-journey\"  >\n\n    <div class=\"body-push row\">\n\n        <div class=\"grid  layout-100-0\">\n\n            <div class=\"col-1\">\n                \n                                     \n                    <h2 class=\"section-title\">Our journey<\/h2>\n\n                \n                \n                    <div class=\"content\" data-animate-on-scroll='fade-up'>\n\n                        <p><span class=\"TextRun SCXW264349550 BCX0\" lang=\"EN-GB\" xml:lang=\"EN-GB\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW264349550 BCX0\">Established in 2008 as Novia, <\/span><span class=\"NormalTextRun SCXW264349550 BCX0\">we\u2019re<\/span><span class=\"NormalTextRun SCXW264349550 BCX0\"> now part of <a href=\"http:\/\/thequantagroup.com\" target=\"_blank\" rel=\"noopener\">The Quanta Group<\/a><strong>,<\/strong> with over 12bn AUA.<\/span><\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-12833 size-full\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/03\/timeline-graphic_0326.2-scaled.jpg\" alt=\"Timeline of milestones in company history\" width=\"2560\" height=\"800\" srcset=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/03\/timeline-graphic_0326.2-scaled.jpg 2560w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/03\/timeline-graphic_0326.2-300x94.jpg 300w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/03\/timeline-graphic_0326.2-1024x320.jpg 1024w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/03\/timeline-graphic_0326.2-768x240.jpg 768w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/03\/timeline-graphic_0326.2-1536x480.jpg 1536w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/03\/timeline-graphic_0326.2-2048x640.jpg 2048w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/03\/timeline-graphic_0326.2-640x200.jpg 640w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/03\/timeline-graphic_0326.2-1200x375.jpg 1200w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/03\/timeline-graphic_0326.2-1920x600.jpg 1920w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/><\/p>\n\n                    <\/div>\n\n                \n                        \n                    \n                        <div class=\"button-wrapper\">\n\n\n                            <a href=\"http:\/\/www.thequantagroup.com\" target=\"_self\" class=\"button white\">Visit The Quanta Group<\/a>\n                    \n                        <\/div>\n\n                    \n                \n            <\/div>\n\n            \n        <\/div>\n\n            \n\n\n        \n\n        \n    <\/div>\n\n<\/section>\n\n\n<section id=\"signposts-block_7a6ab8a519287dc1516bec4ce06ad9e7\" class=\" signposts bg-pattern-1 \" id=\"signposts-block_7a6ab8a519287dc1516bec4ce06ad9e7\"  >\n\n    <div class=\"body-push row\">\n\n        <div class=\"grid  layout-50-50\">\n\n            <div class=\"col-1\">\n                \n                                     \n                    <h2 class=\"section-title\">A future proofed platform experience<\/h2>\n\n                \n                \n                    <div class=\"content\" data-animate-on-scroll='fade-up'>\n\n                        <p><span class=\"TextRun Highlight SCXW20383634 BCX0\" lang=\"EN-GB\" xml:lang=\"EN-GB\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW20383634 BCX0\">Clean,\u00a0<\/span><span class=\"NormalTextRun SCXW20383634 BCX0\">modern<\/span><span class=\"NormalTextRun SCXW20383634 BCX0\"> and easy-to-use \u2013 the Wealthtime platform has been designed to make your life easier. Our intuitive platform experience saves you time and makes investing your clients\u2019 money as straight-forward as possible.<\/span><\/span><\/p>\n\n                    <\/div>\n\n                \n                        \n                    \n                        <div class=\"button-wrapper\">\n\n\n                            <a href=\"https:\/\/www.wealthtime.com\/advisers\/login\/\" target=\"_self\" class=\"button white\">Access our platform<\/a>\n                    \n                        <\/div>\n\n                    \n                \n            <\/div>\n\n            \n                <div class=\"col-2\">\n\n                    <div class=\"image\" data-animate-on-scroll='fade-in'>\n\n                        <img loading=\"lazy\" decoding=\"async\" width=\"2560\" height=\"1361\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/03\/Laptop-showing-Wealthtime-platform-1-scaled.png\" class=\"attachment-small size-small\" alt=\"signpost row\" srcset=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/03\/Laptop-showing-Wealthtime-platform-1-scaled.png 2560w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/03\/Laptop-showing-Wealthtime-platform-1-300x160.png 300w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/03\/Laptop-showing-Wealthtime-platform-1-1024x545.png 1024w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/03\/Laptop-showing-Wealthtime-platform-1-768x408.png 768w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/03\/Laptop-showing-Wealthtime-platform-1-1536x817.png 1536w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/03\/Laptop-showing-Wealthtime-platform-1-2048x1089.png 2048w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/03\/Laptop-showing-Wealthtime-platform-1-640x340.png 640w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/03\/Laptop-showing-Wealthtime-platform-1-1200x638.png 1200w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/03\/Laptop-showing-Wealthtime-platform-1-1920x1021.png 1920w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/>\n                    <\/div>\n            \n                <\/div>\n                \n            \n        <\/div>\n\n            \n\n\n        \n\n        \n    <\/div>\n\n<\/section>\n\n\n<section id=\"Our-wrappers\" class=\"accordion light-gray\" data-anchor-text=\"Wrappers\" data-anchor-link=\"Wrappers\">\n   \n  <div class=\"row content body-push\">\n\n    <div class=\"grid\">\n\n      <div class=\"content\">\n\n        \n        \n          <h2 class=\"section-title\">Our wrappers<\/h2>\n\n        \n        \n          <div class=\"description\">\n\n            <p><span class=\"TextRun Highlight SCXW183055101 BCX0\" lang=\"EN-GB\" xml:lang=\"EN-GB\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW183055101 BCX0\">Whatever\u00a0<\/span><span class=\"NormalTextRun SCXW183055101 BCX0\">your client\u2019s needs,\u00a0<\/span><span class=\"NormalTextRun SCXW183055101 BCX0\">we\u2019ve<\/span><span class=\"NormalTextRun SCXW183055101 BCX0\">\u00a0got the wrappers to match.<\/span><span class=\"NormalTextRun SCXW183055101 BCX0\"> Our wide range of tax efficient wrappers span the generations and support long-term, effective financial planning.<\/span><\/span><\/p>\n\n          <\/div>\n\n        \n      <\/div>\n\n    <\/div>\n\n    \n\n    \n    \n      \n      \n        <div class=\"accordion\"> \n\n          \n            \n  <div class=\"accordion-item with-image icon-size\" data-animate-on-scroll=\"fade-up\">\n\n    <div class=\"accordion-top-half\"> \n\n      \n        <h3 class=\"accordion-title\">\n          \n          <button class=\"accordion-button grid inactive\" id=\"button-0\" aria-expanded=\"false\" aira-controls=\"tab-0\" aria-disabled=\"false\">\n          \n              \n                \n                  <span class=\"accordion-image\">\n\n                    <img loading=\"lazy\" decoding=\"async\" width=\"81\" height=\"70\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2022\/09\/ISA_GREEN.svg\" class=\"icon-size\" alt=\"row accordion icon\" \/>\n                  <\/span>\n\n                \n              \n              \n                <div class=\"accordion-title-wrapper\">\n\n                            \n                      <h3 class=\"accordion-title\">Flexible Stocks and Shares ISA (S&#038;S ISA)<\/h3>\n            \n                  \n                  \n                    <span class=\"blurb-wrapper\"> \n                    \n                      A flexible, tax-efficient investment account            \n                    <\/span>\n\n                  \n                <\/div>\n\n              \n          <\/button>\n        \n        <\/h3>\n\n          \n    <\/div>\n\n    \n      <div class=\"accordion-panel panel-closed\" id=\"tab-0\">\n      \n        <div class=\"grid\">\n\n          <span class=\"accordion-content\">\n\n            <ul>\n<li><span data-contrast=\"auto\">Same day withdrawals for easy access to funds<\/span><\/li>\n<li><span data-contrast=\"auto\">Make withdrawals and pay back in the same tax year without affecting ISA allowance<\/span><span data-contrast=\"auto\">s<\/span><\/li>\n<li><span data-contrast=\"auto\">Extensive range of investments to choose from<\/span><\/li>\n<li><span data-contrast=\"auto\">Bed and ISA functionality<\/span><\/li>\n<\/ul>\n\n          <\/span>\n\n        <\/div>\n      \n      <\/div>\n      \n    \n    <\/div>\n\n\n            \n          \n            \n  <div class=\"accordion-item with-image icon-size\" data-animate-on-scroll=\"fade-up\">\n\n    <div class=\"accordion-top-half\"> \n\n      \n        <h3 class=\"accordion-title\">\n          \n          <button class=\"accordion-button grid inactive\" id=\"button-1\" aria-expanded=\"false\" aira-controls=\"tab-1\" aria-disabled=\"false\">\n          \n              \n                \n                  <span class=\"accordion-image\">\n\n                    <img loading=\"lazy\" decoding=\"async\" width=\"60\" height=\"78\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2022\/09\/JISA_GREEN.svg\" class=\"icon-size\" alt=\"row accordion icon\" \/>\n                  <\/span>\n\n                \n              \n              \n                <div class=\"accordion-title-wrapper\">\n\n                            \n                      <h3 class=\"accordion-title\">Junior ISA (JISA)<\/h3>\n            \n                  \n                  \n                    <span class=\"blurb-wrapper\"> \n                    \n                      Plan for the next generation with our JISA            \n                    <\/span>\n\n                  \n                <\/div>\n\n              \n          <\/button>\n        \n        <\/h3>\n\n          \n    <\/div>\n\n    \n      <div class=\"accordion-panel panel-closed\" id=\"tab-1\">\n      \n        <div class=\"grid\">\n\n          <span class=\"accordion-content\">\n\n            <ul>\n<li><span data-contrast=\"auto\">Bring multiple generations into the financial planning process<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<li><span data-contrast=\"auto\">At age 18, the JISA switches to a Flexible Stock and Shares ISA when the child can make their own investment decisions<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\n\n          <\/span>\n\n        <\/div>\n      \n      <\/div>\n      \n    \n    <\/div>\n\n\n            \n          \n            \n  <div class=\"accordion-item with-image icon-size\" data-animate-on-scroll=\"fade-up\">\n\n    <div class=\"accordion-top-half\"> \n\n      \n        <h3 class=\"accordion-title\">\n          \n          <button class=\"accordion-button grid inactive\" id=\"button-2\" aria-expanded=\"false\" aira-controls=\"tab-2\" aria-disabled=\"false\">\n          \n              \n                \n                  <span class=\"accordion-image\">\n\n                    <img loading=\"lazy\" decoding=\"async\" width=\"84\" height=\"76\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2022\/09\/SIPP_GREEN.svg\" class=\"icon-size\" alt=\"row accordion icon\" \/>\n                  <\/span>\n\n                \n              \n              \n                <div class=\"accordion-title-wrapper\">\n\n                            \n                      <h3 class=\"accordion-title\">Self Invested Personal Pension (SIPP)<\/h3>\n            \n                  \n                  \n                    <span class=\"blurb-wrapper\"> \n                    \n                      A simple and tax-efficient way to save and invest for retirement            \n                    <\/span>\n\n                  \n                <\/div>\n\n              \n          <\/button>\n        \n        <\/h3>\n\n          \n    <\/div>\n\n    \n      <div class=\"accordion-panel panel-closed\" id=\"tab-2\">\n      \n        <div class=\"grid\">\n\n          <span class=\"accordion-content\">\n\n            <ul>\n<li><span data-contrast=\"auto\">Drip-feed drawdown with online withdrawals<\/span><\/li>\n<li><span data-contrast=\"auto\">Supported by our award-winning retirement proposition<\/span><\/li>\n<li><span data-contrast=\"auto\">Extensive range of investments to choose from<\/span><\/li>\n<li><span data-contrast=\"auto\">Pre-funded tax relief at source on pension contributions<\/span><\/li>\n<li><span data-contrast=\"auto\">Bed &amp; SIPP functionality<\/span><\/li>\n<\/ul>\n\n          <\/span>\n\n        <\/div>\n      \n      <\/div>\n      \n    \n    <\/div>\n\n\n            \n          \n            \n  <div class=\"accordion-item with-image icon-size\" data-animate-on-scroll=\"fade-up\">\n\n    <div class=\"accordion-top-half\"> \n\n      \n        <h3 class=\"accordion-title\">\n          \n          <button class=\"accordion-button grid inactive\" id=\"button-3\" aria-expanded=\"false\" aira-controls=\"tab-3\" aria-disabled=\"false\">\n          \n              \n                \n                  <span class=\"accordion-image\">\n\n                    <img loading=\"lazy\" decoding=\"async\" width=\"60\" height=\"78\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2022\/09\/JISA_GREEN.svg\" class=\"icon-size\" alt=\"row accordion icon\" \/>\n                  <\/span>\n\n                \n              \n              \n                <div class=\"accordion-title-wrapper\">\n\n                            \n                      <h3 class=\"accordion-title\">Junior SIPP (JSIPP)<\/h3>\n            \n                  \n                  \n                    <span class=\"blurb-wrapper\"> \n                    \n                      A tax-efficient account to save for a child\u2019s future             \n                    <\/span>\n\n                  \n                <\/div>\n\n              \n          <\/button>\n        \n        <\/h3>\n\n          \n    <\/div>\n\n    \n      <div class=\"accordion-panel panel-closed\" id=\"tab-3\">\n      \n        <div class=\"grid\">\n\n          <span class=\"accordion-content\">\n\n            <ul>\n<li><span data-contrast=\"auto\">Extensive range of investments to choose from<\/span><\/li>\n<li><span data-contrast=\"auto\">Could help to manage and reduce IHT liabilities<\/span><\/li>\n<li><span data-contrast=\"auto\">More flexibility and choice than other child\u2019s pensions<\/span><\/li>\n<li><span data-contrast=\"auto\">At age 18, the JSIPP switches into a SIPP when the child can make their own investment decisions<\/span><\/li>\n<\/ul>\n\n          <\/span>\n\n        <\/div>\n      \n      <\/div>\n      \n    \n    <\/div>\n\n\n            \n          \n            \n  <div class=\"accordion-item with-image icon-size\" data-animate-on-scroll=\"fade-up\">\n\n    <div class=\"accordion-top-half\"> \n\n      \n        <h3 class=\"accordion-title\">\n          \n          <button class=\"accordion-button grid inactive\" id=\"button-4\" aria-expanded=\"false\" aira-controls=\"tab-4\" aria-disabled=\"false\">\n          \n              \n                \n                  <span class=\"accordion-image\">\n\n                    <img loading=\"lazy\" decoding=\"async\" width=\"95\" height=\"66\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2022\/09\/GIA_GREEN.svg\" class=\"icon-size\" alt=\"row accordion icon\" \/>\n                  <\/span>\n\n                \n              \n              \n                <div class=\"accordion-title-wrapper\">\n\n                            \n                      <h3 class=\"accordion-title\">General Investment Account (GIA)<\/h3>\n            \n                  \n                  \n                    <span class=\"blurb-wrapper\"> \n                    \n                      A savings account for buying and selling investments            \n                    <\/span>\n\n                  \n                <\/div>\n\n              \n          <\/button>\n        \n        <\/h3>\n\n          \n    <\/div>\n\n    \n      <div class=\"accordion-panel panel-closed\" id=\"tab-4\">\n      \n        <div class=\"grid\">\n\n          <span class=\"accordion-content\">\n\n            <ul>\n<li><span data-contrast=\"auto\">Unlimited contributions<\/span><\/li>\n<li><span data-contrast=\"auto\">Same day withdrawals for easy access to funds<\/span><\/li>\n<li><span data-contrast=\"auto\">Trust, corporate and third-party options available<\/span><\/li>\n<li><span data-contrast=\"auto\">Supported by our market-leading CGT calculator<\/span><\/li>\n<li><span data-contrast=\"auto\">Designate easily, making things clear for tax purposes<\/span><\/li>\n<\/ul>\n\n          <\/span>\n\n        <\/div>\n      \n      <\/div>\n      \n    \n    <\/div>\n\n\n            \n          \n            \n  <div class=\"accordion-item with-image icon-size\" data-animate-on-scroll=\"fade-up\">\n\n    <div class=\"accordion-top-half\"> \n\n      \n        <h3 class=\"accordion-title\">\n          \n          <button class=\"accordion-button grid inactive\" id=\"button-5\" aria-expanded=\"false\" aira-controls=\"tab-5\" aria-disabled=\"false\">\n          \n              \n                \n                  <span class=\"accordion-image\">\n\n                    <img loading=\"lazy\" decoding=\"async\" width=\"96\" height=\"96\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2022\/10\/Performance-and-Risk-Charting.svg\" class=\"icon-size\" alt=\"row accordion icon\" \/>\n                  <\/span>\n\n                \n              \n              \n                <div class=\"accordion-title-wrapper\">\n\n                            \n                      <h3 class=\"accordion-title\">Offshore bond<\/h3>\n            \n                  \n                  \n                    <span class=\"blurb-wrapper\"> \n                    \n                      A tax efficient investment wrapper provided by RL360            \n                    <\/span>\n\n                  \n                <\/div>\n\n              \n          <\/button>\n        \n        <\/h3>\n\n          \n    <\/div>\n\n    \n      <div class=\"accordion-panel panel-closed\" id=\"tab-5\">\n      \n        <div class=\"grid\">\n\n          <span class=\"accordion-content\">\n\n            <ul>\n<li><span data-contrast=\"auto\">Alternative tax-efficient solution to support financial planning<\/span><\/li>\n<li><span data-contrast=\"auto\">Provided by RL360 who have an AKG rating of B (Strong) and 5* service<\/span><\/li>\n<li><span data-contrast=\"auto\">Can help to manage CGT liabilities<\/span><\/li>\n<li><span data-contrast=\"auto\">Withdraw up to 5% per annum tax-deferred<\/span><\/li>\n<\/ul>\n\n          <\/span>\n\n        <\/div>\n      \n      <\/div>\n      \n    \n    <\/div>\n\n\n            \n          \n            \n  <div class=\"accordion-item with-image icon-size\" data-animate-on-scroll=\"fade-up\">\n\n    <div class=\"accordion-top-half\"> \n\n      \n        <h3 class=\"accordion-title\">\n          \n          <button class=\"accordion-button grid inactive\" id=\"button-6\" aria-expanded=\"false\" aira-controls=\"tab-6\" aria-disabled=\"false\">\n          \n              \n                \n                  <span class=\"accordion-image\">\n\n                    <img loading=\"lazy\" decoding=\"async\" width=\"150\" height=\"150\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2024\/02\/Model-portfolio-manager_GREEN-150x150.png\" class=\"icon-size\" alt=\"row accordion icon\" \/>\n                  <\/span>\n\n                \n              \n              \n                <div class=\"accordion-title-wrapper\">\n\n                            \n                      <h3 class=\"accordion-title\">Third-party wrappers<\/h3>\n            \n                  \n                  \n                    <span class=\"blurb-wrapper\"> \n                    \n                      Other wrappers provided by partners of Wealthtime            \n                    <\/span>\n\n                  \n                <\/div>\n\n              \n          <\/button>\n        \n        <\/h3>\n\n          \n    <\/div>\n\n    \n      <div class=\"accordion-panel panel-closed\" id=\"tab-6\">\n      \n        <div class=\"grid\">\n\n          <span class=\"accordion-content\">\n\n            <p><span class=\"TextRun SCXW200350411 BCX0\" lang=\"EN-GB\" xml:lang=\"EN-GB\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW200350411 BCX0\">W<\/span><span class=\"NormalTextRun SCXW200350411 BCX0\">e\u2019ve<\/span><span class=\"NormalTextRun SCXW200350411 BCX0\"> teamed up with <\/span><span class=\"NormalTextRun SCXW200350411 BCX0\">other leading<\/span><span class=\"NormalTextRun SCXW200350411 BCX0\"> providers to make their products available via our platform.\u202f<\/span><span class=\"NormalTextRun SCXW200350411 BCX0\">To find out <\/span><span class=\"NormalTextRun SCXW200350411 BCX0\">what\u2019s<\/span><span class=\"NormalTextRun SCXW200350411 BCX0\"> available, see our non-exhaustive list of third-party wrappers.<\/span><\/span><\/p>\n<p><a class=\"button\" href=\"https:\/\/www.wealthtime.com\/advisers\/wealthtime\/third-party-wrappers\/\">Learn more<\/a><\/p>\n\n          <\/span>\n\n        <\/div>\n      \n      <\/div>\n      \n    \n    <\/div>\n\n\n            \n          \n      <\/div>  \n        \n      \n      \n  \n  <\/div>\n\n<\/section>\n\n\n<section id=\"Our-platform-technology\" class=\" signposts white \" id=\"Our-platform-technology\" data-anchor-text=\"Platform technology\" data-anchor-link=\"Our-platform-technology\">\n\n    <div class=\"body-push row\">\n\n        <div class=\"grid  layout-75-35\">\n\n            <div class=\"col-1\">\n                \n                                     \n                    <h2 class=\"section-title\">Our platform technology<\/h2>\n\n                \n                \n                    <div class=\"content\" data-animate-on-scroll='fade-up'>\n\n                        <p><span data-contrast=\"auto\">We\u2019re\u00a0working with global experts to deliver a next generation platform experience for financial advisers.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">We\u2019ve partnered with Wipro and GBST to bring advisers a future-proofed platform experience. Our 10-year partnership secures GBST as our underlying platform technology provider, while introducing Wipro to transform our operations and technology.<\/span><\/p>\n\n                    <\/div>\n\n                \n                \n            <\/div>\n\n            \n        <\/div>\n\n        \n            <div class=\"grid signpost-row grid-cols-3 black\">\n\n                \n                    \n\n    <article class=\"single-signpost black stat-active\" data-animate-on-scroll=\"fade-up\">\n\n        \n        \n            <h3 class=\"stat\">\n                \n                1\n                <sup><\/sup>\n            \n            <\/h3>\n\n        \n        <div class=\"signpost-meta\">\n\n            \n                <h3 class=\"subtitle\">\n                    \n                    Wealthtime &#8211; adviser and investor experience                \n                <\/h3>\n\n            \n            \n                <span class=\"description\">\n                    \n                    <ul>\n<li data-leveltext=\"\u2022\" data-font=\"Arial\" data-listid=\"3\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Arial&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\u2022&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"1\" data-aria-level=\"1\"><span data-contrast=\"auto\">15 years\u2019 experience in platform market as an independent and innovative provider<\/span><\/li>\n<\/ul>\n<ul>\n<li data-leveltext=\"\u2022\" data-font=\"Arial\" data-listid=\"3\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Arial&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\u2022&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"2\" data-aria-level=\"1\"><span data-contrast=\"auto\">Comprehensive product wrappers to meet different client needs<\/span><\/li>\n<\/ul>\n<ul>\n<li data-leveltext=\"\u2022\" data-font=\"Arial\" data-listid=\"3\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Arial&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\u2022&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"3\" data-aria-level=\"1\"><span data-contrast=\"auto\">Wide range of investment options<\/span><\/li>\n<\/ul>\n<ul>\n<li data-leveltext=\"\u2022\" data-font=\"Arial\" data-listid=\"3\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Arial&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\u2022&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"4\" data-aria-level=\"1\"><span data-contrast=\"auto\">Award-winning retirement proposition<\/span><\/li>\n<\/ul>\n                \n                <\/span>\n\n            \n            \n        <\/div>\n\n    <\/article>\n\n\n                \n                    \n\n    <article class=\"single-signpost black stat-active\" data-animate-on-scroll=\"fade-up\">\n\n        \n        \n            <h3 class=\"stat\">\n                \n                2\n                <sup><\/sup>\n            \n            <\/h3>\n\n        \n        <div class=\"signpost-meta\">\n\n            \n                <h3 class=\"subtitle\">\n                    \n                    Wipro &#8211; operations and technology                 \n                <\/h3>\n\n            \n            \n                <span class=\"description\">\n                    \n                    <ul>\n<li data-leveltext=\"\u2022\" data-font=\"Arial\" data-listid=\"4\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559682&quot;:4,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Arial&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\u2022&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"1\" data-aria-level=\"1\"><span data-contrast=\"auto\">Experts in customer experience \u2013 creating extraordinary CX to improve systems and deliver outstanding service<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\n<ul>\n<li data-leveltext=\"\u2022\" data-font=\"Arial\" data-listid=\"4\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559682&quot;:4,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Arial&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\u2022&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"2\" data-aria-level=\"1\"><span data-contrast=\"auto\">Global team of experts working with household names such as John Lewis, Levis, Google and Microsoft, allowing us to learn from best practice in other industries<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\n<ul>\n<li data-leveltext=\"\u2022\" data-font=\"Arial\" data-listid=\"4\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559682&quot;:4,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Arial&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\u2022&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"3\" data-aria-level=\"1\"><span data-contrast=\"auto\">67% of Wipro\u2019s equity ownership is pledged irrevocably to philanthropy in the areas of healthcare, education and allied spheres of development.<\/span><\/li>\n<\/ul>\n                \n                <\/span>\n\n            \n            \n        <\/div>\n\n    <\/article>\n\n\n                \n                    \n\n    <article class=\"single-signpost black stat-active\" data-animate-on-scroll=\"fade-up\">\n\n        \n        \n            <h3 class=\"stat\">\n                \n                3\n                <sup><\/sup>\n            \n            <\/h3>\n\n        \n        <div class=\"signpost-meta\">\n\n            \n                <h3 class=\"subtitle\">\n                    \n                    GBST &#8211; platform technology provider                \n                <\/h3>\n\n            \n            \n                <span class=\"description\">\n                    \n                    <ul>\n<li data-leveltext=\"\u2022\" data-font=\"Arial\" data-listid=\"5\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Arial&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\u2022&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"1\" data-aria-level=\"1\"><span data-contrast=\"auto\">Underlying platform technology bringing us to the latest version of Composer<\/span><\/li>\n<\/ul>\n<ul>\n<li data-leveltext=\"\u2022\" data-font=\"Arial\" data-listid=\"5\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Arial&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\u2022&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"2\" data-aria-level=\"1\"><span data-contrast=\"auto\">\u00a3100m recent investment into Composer technology to future-proof platform development<\/span><\/li>\n<\/ul>\n<ul>\n<li data-leveltext=\"\u2022\" data-font=\"Arial\" data-listid=\"5\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Arial&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\u2022&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"3\" data-aria-level=\"1\"><span data-contrast=\"auto\">Global strategic partnership with Wipro will help us drive rapid change and a market-leading platform<\/span><\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n                \n                <\/span>\n\n            \n            \n        <\/div>\n\n    <\/article>\n\n\n                \n            <\/div>\n\n            \n\n\n                \n            \n                <div class=\"cta-btn-wrap button-wrapper\">    \n                    \n                    \n                    <a href=\"https:\/\/www.wealthtime.com\/advisers\/platform-evolution\/\" target=\"_self\" class=\"button black\">Learn more about our platform evolution<\/a>\n            \n                <\/div>\n\n            \n        \n\n        \n    <\/div>\n\n<\/section>\n\n\n<section id=\"signposts-block_7c82325ea9ee9eddf59a9f7dfaea6308\" class=\" signposts bg-pattern-1 \" id=\"signposts-block_7c82325ea9ee9eddf59a9f7dfaea6308\" data-anchor-text=\"Investments\" data-anchor-link=\"Investments\">\n\n    <div class=\"body-push row\">\n\n        <div class=\"grid  layout-50-50\">\n\n            <div class=\"col-1\">\n                \n                                     \n                    <h2 class=\"section-title\">Our investments<\/h2>\n\n                \n                \n                    <div class=\"content\" data-animate-on-scroll='fade-up'>\n\n                        <p><span data-contrast=\"auto\">Our extensive investment range puts you in complete control of your clients\u2019 investments \u2013 no matter what stage they\u2019re at in their investment journey.<\/span><\/p>\n\n                    <\/div>\n\n                \n                        \n                    \n                        <div class=\"button-wrapper\">\n\n\n                            <a href=\"https:\/\/www.wealthtime.com\/advisers\/wealthtime\/wealthtime-investments\/\" target=\"_self\" class=\"button white\">Explore our investment range<\/a>\n                    \n                        <\/div>\n\n                    \n                \n            <\/div>\n\n            \n                <div class=\"col-2\">\n\n                    <div class=\"image\" data-animate-on-scroll='fade-in'>\n\n                        <img loading=\"lazy\" decoding=\"async\" width=\"2560\" height=\"1716\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/03\/Laptop_Investments_Wealthtime_Platform-scaled.png\" class=\"attachment-small size-small\" alt=\"signpost row\" srcset=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/03\/Laptop_Investments_Wealthtime_Platform-scaled.png 2560w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/03\/Laptop_Investments_Wealthtime_Platform-300x201.png 300w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/03\/Laptop_Investments_Wealthtime_Platform-1024x687.png 1024w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/03\/Laptop_Investments_Wealthtime_Platform-768x515.png 768w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/03\/Laptop_Investments_Wealthtime_Platform-1536x1030.png 1536w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/03\/Laptop_Investments_Wealthtime_Platform-2048x1373.png 2048w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/03\/Laptop_Investments_Wealthtime_Platform-640x429.png 640w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/03\/Laptop_Investments_Wealthtime_Platform-1200x805.png 1200w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/03\/Laptop_Investments_Wealthtime_Platform-1920x1287.png 1920w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/>\n                    <\/div>\n            \n                <\/div>\n                \n            \n        <\/div>\n\n            \n\n\n        \n\n        \n    <\/div>\n\n<\/section>\n\n\n<section id=\"signposts-block_23766ad892232efdbd1213b5b39ab133\" class=\" signposts white \" id=\"signposts-block_23766ad892232efdbd1213b5b39ab133\" data-anchor-text=\"Tools\" data-anchor-link=\"Tools\">\n\n    <div class=\"body-push row\">\n\n        <div class=\"grid reverse-layout layout-50-50\">\n\n            <div class=\"col-1\">\n                \n                                     \n                    <h2 class=\"section-title\">Our tools<\/h2>\n\n                \n                \n                    <div class=\"content\" data-animate-on-scroll='fade-up'>\n\n                        <p><span class=\"TextRun Highlight SCXW158716806 BCX0\" lang=\"EN-GB\" xml:lang=\"EN-GB\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW158716806 BCX0\">Our comprehensive range of tools are created with advisers in mind, and we continuously enhance them based on the latest user feedback.<\/span><\/span><\/p>\n\n                    <\/div>\n\n                \n                        \n                    \n                        <div class=\"button-wrapper\">\n\n\n                            <a href=\"https:\/\/www.wealthtime.com\/advisers\/wealthtime\/wealthtime-tools\/\" target=\"_self\" class=\"button black\">Discover our tools<\/a>\n                    \n                        <\/div>\n\n                    \n                \n            <\/div>\n\n            \n                <div class=\"col-2\">\n\n                    <div class=\"image\" data-animate-on-scroll='fade-in'>\n\n                        <img loading=\"lazy\" decoding=\"async\" width=\"2560\" height=\"1716\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/03\/Laptop_Tools_Wealthtime_Platform-scaled.png\" class=\"attachment-small size-small\" alt=\"signpost row\" srcset=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/03\/Laptop_Tools_Wealthtime_Platform-scaled.png 2560w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/03\/Laptop_Tools_Wealthtime_Platform-300x201.png 300w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/03\/Laptop_Tools_Wealthtime_Platform-1024x687.png 1024w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/03\/Laptop_Tools_Wealthtime_Platform-768x515.png 768w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/03\/Laptop_Tools_Wealthtime_Platform-1536x1030.png 1536w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/03\/Laptop_Tools_Wealthtime_Platform-2048x1373.png 2048w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/03\/Laptop_Tools_Wealthtime_Platform-640x429.png 640w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/03\/Laptop_Tools_Wealthtime_Platform-1200x805.png 1200w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/03\/Laptop_Tools_Wealthtime_Platform-1920x1287.png 1920w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/>\n                    <\/div>\n            \n                <\/div>\n                \n            \n        <\/div>\n\n            \n\n\n        \n\n        \n    <\/div>\n\n<\/section>\n\n\n<section id=\"signposts-block_a5a7900fe242639ee6dd9053d294689e\" class=\" signposts light-gray \" id=\"signposts-block_a5a7900fe242639ee6dd9053d294689e\" data-anchor-text=\"Charges\" data-anchor-link=\"Charges\">\n\n    <div class=\"body-push row\">\n\n        <div class=\"grid  layout-75-35\">\n\n            <div class=\"col-1\">\n                \n                                     \n                    <h2 class=\"section-title\">Our charges<\/h2>\n\n                \n                \n                    <div class=\"content\" data-animate-on-scroll='fade-up'>\n\n                        <p><span data-contrast=\"auto\">At Wealthtime, we have a sustainable approach to price with a highly competitive charging structure.<\/span><span data-contrast=\"auto\">\u00a0<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">All our wrappers\u00a0benefit\u00a0from their own cash facility. This gives you the freedom to manage the levels of cash within your client\u2019s portfolio to suit their needs and withdraw when\u00a0it\u2019s\u00a0needed. All cash and investments are protected by us\u00a0in accordance with\u00a0the rules of the Financial Conduct Authority.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n\n                    <\/div>\n\n                \n                        \n                    \n                        <div class=\"button-wrapper\">\n\n\n                            <a href=\"https:\/\/www.wealthtime.com\/advisers\/adviser-hub\/document-library\/docs\/charges-schedule\/\" target=\"_self\" class=\"button black\">Our charges<\/a>\n                    \n                        <\/div>\n\n                    \n                \n            <\/div>\n\n            \n                <div class=\"col-2\">\n\n                    <div class=\"image\" data-animate-on-scroll='fade-in'>\n\n                        <img loading=\"lazy\" decoding=\"async\" width=\"283\" height=\"283\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2022\/11\/Capital-Gains-Calculator-1.svg\" class=\"attachment-small size-small\" alt=\"signpost row\" \/>\n                    <\/div>\n            \n                <\/div>\n                \n            \n        <\/div>\n\n            \n\n\n        \n\n        \n    <\/div>\n\n<\/section>\n\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-246","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - 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