Get in Touch

Your local Business Development team are available for all your queries.

South West

James Bell

Business Development Manager

James is on hand to explain the various ways our platform can benefit your business and your clients. He can also arrange a demonstration of the many features of our system.

Direct: 0161 876 2876
Mobile: 07885 807 846

Elliot Gee

Business Development Consultant

Elliot can assist you with queries regarding our platform and investment solutions, including our Managed Portfolio Service and fund ranges.

Direct: 0161 876 3046

The information on this page is intended for professional advisers only.
Authorised and regulated by the Financial Conduct Authority.

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