A platform you can rely on

We’re continually investing in our people and technology to provide outstanding service so your adviser can manage your investments with clarity and efficiency.

Who we are

We’re an investment platform group that works exclusively with financial advisers to help investors like you meet your goals. We currently look after £12.26bn of investments for over 66,500 UK clients across two platform solutions.

Our secure platforms are built around you, with modern technology working seamlessly in the background so your advisers can manage your investments clearly and efficiently, all within one easy-to-access online account.

We combine market leading technology with best-in-class customer service to provide a superior investment experience.

We’re proud to have built award-winning platforms and a service that is continually improving. We’re always striving to add value and create great outcomes for customers so you can rest assured that your investments are protected, and your adviser can focus on helping you achieve your future financial goals.

£12.26 ^bn

Assets under administration

1,450

Adviser firms working with us

66.5 ^k

Investors using our platforms

One group, two platforms

Wealthtime offers two separate and distinct solutions for advisers and to satisfy your needs; Wealthtime (formerly Novia) and Wealthtime Classic (formerly Wealthtime). Bringing both businesses together under one group name unifies and builds on the strongest aspects of both platforms.

A single group vision allows us to present a seamless and consistent experience for you as the user and the best possible proposition and outcomes.

Wealthtime Platform

Wealthtime Classic Platform

What we offer

1 Top tier technology

We’re continuously evolving and improving to lead the market in investment platforms.

2 Superior service

Our dedicated Client Services team are ready to answer any questions or solve any queries you have.

3 Unrivalled access to investments

The breadth of investment options gives your financial adviser everything they need to create a truly bespoke portfolio designed around your needs.

4 Complete set of products

We provide a full range of product solutions including a Flexible ISA, Junior ISA, SIPP, Junior SIPP, General Investment Account (GIA) and Offshore Bond.

5 All the retirement services you need

Through our flexi-access drawdown service and guaranteed income options, you can access all the retirement services you need when you’re ready to retire.