James Hay is a secure, well capitalised platform for retirement wealth planning.
We have worked with financial advisers and investors for 40 years to administer pensions, savings and investments. Today over 58,000* investors trust us to look after more than £25 billion* worth of assets.
From the very first day we have challenged industry norms as we've responded to changing investor needs - from being one of the first SIPP providers in the UK, through to developing our modular approach to retirement wealth planning, which we launched in 2013.
James Hay is part of the IFG Group, a focused financial services company specialising in the provision of independent financial advisory and administrative services.
*as at December 2018
At IRESS, we believe technology should help people perform better.
Businesses of all sizes choose IRESS technology to enhance their impact, performance and customer relationships. Together, we help them find better ways to manage investments, navigate financial markets, deliver high quality financial advice, simplify mortgage applications, find and compare insurance and create better customer experiences.
We started in Australia in 1993. Today we're a growing team of 1,800 talented people in the UK, South Africa, Canada and Asia Pacific, designing and delivering the technology to help the financial services industry perform at its best.
Orbis is a global investment firm, managing around £29 billion of assets. We have been creating long-term value for our institutional clients since 1990, and have now made our investment expertise available to UK retail investors. Founded in 1989, we are a privately owned firm with offices across 5 continents. Our largest presence is based in London across our two offices. Our investment philosophy is fundamental, long-term and contrarian and we are uniquely structured to encourage bold but considered decisions, even in times of stress. As a firm, our business model is structured in a way that requires us to deliver meaningful long-term outperformance to our clients. UK investors can now access two Orbis funds, our Orbis OEIC Global Balanced Fund and Orbis OEIC Global Equity Fund.
FE Invest is FE's range of risk-optimised discretionary model portfolios offering Advisers investment options to suit a range of investor risk profiles and investment objectives. With AUM surpassing the £1.5billion mark in just over 3 years since launch, FE Invest has been named the fastest growing DFM on platform by independent research from Platforum. Visit our stand at the Money Marketing Interactive conference to find out how our proposition can add value to your business.
www.feinvest.net / [email protected]
Supplier Hub Partners
Para-Sols & Apricity Compliance
Para-Sols and Apricity Compliance are sister companies, and together they are changing the face of outsourced paraplanning and compliance support in financial services.
Para-Sols is a specialist provider of flexible, timely and professional paraplanning and administrative support services. Our high quality, compliant reports and support will free up time to focus on your business - nurturing client relationships and improving overall profitability.
Apricity is the new kid on the compliance block - helping advisers, planners and their firms be compliant in as simple a manner as possible. We aim to help you set up your business so that all future output is naturally compliant in a personal way to make your compliance experience positive, helpful, even enjoyable!
Financial services. But not as you know it.
P1 Investment Management (P1) is an adviser-led discretionary fund manager. Launched in 2016, P1 was developed from an IFA which having been operating and running portfolios since 2012.
P1 works closely with IFAs and uses technology to overcome the restrictions and limitations dominant in existing investment solutions. This allows us to provide efficient and effective solutions including; ethical and sustainable portfolios, passive portfolios and hybrid portfolios and our own investment platform, all at market leading prices.
P1 has a key focus on ethical and sustainable investing. It strives to raise awareness around the fundamental importance of ethical investment and increase familiarity with the concept. We specialise in the various approaches used for investing ethically.
Timeline is the sustainable withdrawal rate software used by financial planners in the UK, US and other developed countries across the world. Timeline uses extensive empirical research to assess how a retirement strategy might fare under various market conditions.