Assyst

Benchmark 

Compliance and Training Solutions

Equisoft UK

FE Analytics

Fidelity Adviser Solutions

Focus Solutions

IFA Back Office Working Solutions

intelliflo office

Selectapension

SimplyBiz

Time4Advice

True Potential

Twenty7tec

Volume (Watermark)

Wealthcraft

7IM

8AM Global Ltd

A&J Wealth Management 

aberdeen

AJ Bell 

Albemarle Street Partners

Albert E Sharp

Alpha Portfolio Management

AlphaBeta

Apollo Multi-Asset

Arbuthnot Latham

Aspen

Asset Intelligence 

Atomos

Aubrey 

Barras Capital Management

Beckett Asset Management 

Blackfinch

Blackwood Asset Management 

Bordier UK

BRI Wealth

Brooks Macdonald

Brooks Macdonald (Cornelian Risk Managed Funds)

Brown Shipley

Canaccord Wealth

Cantab Asset Management

Casterbridge

Charles Stanley

Charlotte Square Investment Managers

Chelsea FS/FundCalibre

City Asset Management

Close Brothers

Collidr Asset Management 

Copia Capital

Credo Wealth

Crossing Point 

DB Wood

Downing 

EBI Portfolios

Eden Park Investment Management 

Elston Consulting

EQ Investors

Evelyn Partners

FE Investments

Fundhouse 

Fundment

Fusion Asset Management

GAM

Handelsbanken

Hawksmoor

HSBC Asset Management

Hymans Robertson Investment Services 

IBOSS

Invesco

Investec Wealth & Investment (UK)

James Brearley & Sons

James Hambro

JM Finn

Killik & Co

King & Shaxson 

Kleinwort Hambros

Legal & General Investment Management 

LGT Wealth Management

Liontrust

M&G Wealth Investments 

Maia

Magnus Financial Discretionary Management Ltd

Marlborough Investment Management

Momentum

Morningstar Investment Management 

O-IM

One Four Nine 

P1 Investment Management

Pacific Asset Management 

Parallel

Parmenion

PK Wealth 

PortfolioMetrix

Premier Miton Investors

Progeny Asset Management

Puma Investments

Quartet

Quilter Cheviot

Radiant Asset Management 

Rathbones

RBC Brewin Dolphin

RC Brown

Redmayne Bentley 

Rivers Capital

Rockhold

Rowan Dartington 

RSMR

Saltus

Sarasin 

Schroder Investment Solutions

Sparrows Capital

Tacit

TAM Asset Management

Tatton Investment Management

Tavistock

Thorntons

Timeline

Titan Wealth

Tribe Impact Capital 

True Potential

Trust DFM

Vanguard 

Vermeer LLP

Vintage Asset Management

Walker Crips

Waverton Investment Management

WH Ireland

Whitechurch

You Asset Management

7IM

aberdeen

Aegon Asset Management

Alliance Trust

Allianz Global Investors

Alpha Portfolio Management 

Amundi

Artemis

Aviva Investors

AXA IM

Baillie Gifford

Barings

Blackfinch Investments

BlackRock

BNY Mellon (Including Newton and Insight)

Columbia Threadneedle Investments (inc. BMO GAM (EMEA))

Crux Asset Management

Eden Tree Investments

Federated Hermes

Fidelity

Franklin Templeton

GAM

HSBC AM

Invesco

iShares

J O Hambro

Janus Henderson Investors

JP Morgan Asset Management

Jupiter

Lazard

Legal and General IM

Liontrust

LV

Lyxor

Man GLG

Marlborough

Marsham Investment Management LLP

M&G Wealth Investments 

MetLife UK

Montanaro Asset Management

Morningstar Investment Management

Ninety One

Octopus Investments

Orbis

Pacific Asset Management

Pictet

Pimco

Polar Capital

Premier Miton Investors

Prudential

Puma Investments

Quilter 

Quilter Cheviot

Rathbones (inc. Investec Wealth &Investment) 

River & Mercantile

Royal London Asset Management

Russell Investments

RWC Partners

Sanlam Investments 

Sarasin 

Schroders

Scottish Widows

SDPR

Standard Life 

Stellar Asset Management

Stewart Investors

SVM Asset Management

Syz Asset Management

T Bailey

T. Rowe Price

Tavistock Wealth

TIME Investments

Triple Point

True Potential

TwentyFour Asset Management

UBS Asset Management

Unicorn Asset Management

Utmost Wealth Solutions

Vanguard

WHEB Asset Management

Witan

Cash Investment Providers 

Charles Stanley 

Flagstone

Handelsbanken

Insignis

Leeds Building Society

NS&I

Virgin Money

Accord Mortgages

Aldermore

Aviva

Bank of Ireland

Bank of Scotland

Barclays

BM Solutions

Clydesdale

Coventry For Intermediaries

Enterprise

Family Building Society

Fleet Mortgages

Foundation Home Loans

Gen H

Halifax Intermediaries 

Hodge Lifetime

HSBC UK

Investec Mortgages

Just

Kensington 

Kent Reliance for Intermediaries

Leeds Building Society

Legal & General Home Finance

Lloyds

LV

Market Financial Solutions

Metro Bank

more2life

Nationwide Building Society

NatWest Intermediary Solutions

Newcastle Intermediaries

Nottingham BS

Octopus Real Estate

One Family

Paragon

Pepper Money

Platform

Precise 

Principality Building Society

Progressive Building Society

Pure Retirement

RBS Intermediary

Retirement Bridge

Saffron for Intermediaries

Santander for Intermediaries

Scottish Widows Bank

Shawbrook

Skipton Intermediaries

Standard Life Home Finance

The Mortgage Works (TMW)

The West Brom 

Together 

TSB

United Trust Bank

Vida Homeloans

Virgin Money

Yorkshire Bank

Yorkshire Building Society

7IM

abrdn Elevate

abrdn Wrap

Advise Wise

Aegon Retirement Choices 

AJ Bell Investcentre

Aviva

Benchmark - Fusion Wealth

Credo Wealth

Fidelity Adviser Solutions

Fundment

Hubwise

James Hay

LV Platform Services

M&G Wealth Platform 

Marlborough

Morningstar Wealth Platform

Multrees

Nucleus

P1 Platform

Parmenion

Paymentshield Adviser Hub

Platform One

Quilter

Raymond James

Seccl

SS&C/Intelliflo Wealthlink

Scottish Widows

Third Financial

Transact

True Potential

Wealthtime

Aegon

AIG

AJ Bell Investcentre

Alliance Trust

Atomos

Aviva

Axa Health

Barnett Waddingham

British Friendly

BUPA

Cirencester Friendly

Curtis Banks

Dentons

Fidelity Adviser Solutions

Friends Life

Guardian

Hodge Lifetime

Holloway Friendly

Hornbuckle Mitchell

InvestAcc

IPM Sipp Administration

James Hay

Just

Legal & General

LV

MetLife UK

Nest

NFU Mutual

NOW: Pensions

Paymentshield

People’s Partnership – Provider of The People’s Pension

Phoenix

Prudential

Pure Retirement

Quilter 

Royal London Pensions

Royal London Protection

Scottish Widows

Seabridge Ssas

Shepherds Friendly

@Sipp

Smart Pension

Standard Life

Talbot & Muir

TAM Asset Management 

True Potential

The Exeter

Unum

Vitality Life

WBR Group 

Zurich Life

A2Risk

CashCalc

Defaqto

Dynamic Planner

EV

FE CashCalc

Finametrica

FinCalc

Fintegrate

Hub Financial Solutions

intelliflo planning

Iress

MoneyScope

Now: Plan (Focus Solutions)

Origo

Otto.

Oxford Risk

PlannerPal

PensionLab

Protection GuruPro

ReLoa

Seccl

Selectapension

Synaptic

Third Financial

Truth (Prestwood)

Underwrite Me

Voyant