It’s time for an investment platform designed around you
Welcome to the next generation wealth management platform service. The Wealthtime propositions offer smarter technology experiences that allow your adviser to 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 £11bn of investments for over 77,000 UK clients across two platform solutions.
Our secure platforms are designed around you. You’ll find a smarter technology experience that allows your adviser to manage your investments with clarity and efficiency in one easily accessible 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.
One group, two platforms
Wealthtime offers two separate and distinct solutions for advisers and to satisfy your needs; Wealthtime (formerly Novia) and Wealthtime Select (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.
What we offer
We know it’s important to provide a charging structure that’s easy to understand, offers value for money and is transparent with no hidden fees. With Wealthtime, you pay one simple fee to cover the administration of your account.
The below documents detail our standard charges. Adviser charges are between you and your adviser. You have the flexibility to pay your adviser a percentage of your portfolio or a fixed monetary amount.