Our partnerships

We are proud to be working with world-renowned investment specialists to provide an unrivalled range of investment solutions.




From the outset, our intention was to seek well-established, reputable experts in global passive and active solutions. We believe it is imperative to have an optimised asset allocation with no home bias and therefore, we have teamed up with two world renowned asset managers, Vanguard and Redington. For a client, this guarantees a unique, proactive, and thorough service with the added security of being held on AJ Bell’s platform.

Vanguard has over $7 trillion of assets under management and provides guidance to our in-house investment experts on our passive solutions. This bespoke relationship, the first in the UK, enables us to provide our investors with access to Vanguard’s global asset selection expertise, whilst also benefitting from their commitment to low-cost investing.

Redington supports our active investment solutions. An independent, B Corp-Certified investment consultancy, Redington will provide data analysis alongside expertise in quantitative and qualitative, research and asset allocation.

All investments will be held securely with AJ Bell, one of the UK’s largest custodians of investments. Based in Manchester, AJ Bell holds over £90 billion of UK investors’ assets and is one of the companies making up the FTSE 250.

Vanguard is a different kind of investment company. It was founded in the United States in 1975 on a simple but revolutionary idea: that an investment company should manage its funds solely in the interests of its investors.

This is a philosophy that has helped millions of people around the world to achieve their goals with low-cost, uncomplicated investments. It also means that Vanguard now manages $7 trillion of investors’ assets.

Since it started, Vanguard has been a pioneer of multi-asset investing, disrupting the investment landscape with its low-cost index funds and balanced portfolios. Today, Vanguard is one of the world’s largest multi-asset managers and a trusted partner for investors seeking simple, high-quality, low-cost, portfolio solutions.

Redington is a purpose-driven firm on a mission to help make 100 million people financially secure. They are the first UK investment consultant to become a certified B Corporation, joining a community of businesses in a global movement to use business as a force for good.

As an independent investment consultancy, Redington provides outcome-oriented advice, high-conviction research, sustainable investment expertise, clear reporting and cutting-edge technology to some of the largest institutional investors and wealth managers in the world.

Redington’s philosophy is to begin with the end in mind, ensuring everything they do is aligned with our client’s objectives. Their tried and tested framework-based approach to helps us make informed decisions, which are focused on achieving the best possible outcomes for our investors.

Our platform provider

AJ Bell is one of the UK’s largest independent platform providers offering services to retail customers, financial advisers and institutional investment managers.

Based in Manchester, AJ Bell plc is listed on the London Stock Exchange and a member of the FTSE 250.

All administration takes place in-house. They have an enviably resourced in-house IT department delivering consistent and reliable products and services to financial advisers and their clients.

The UK platform and wealth management market is the primary focus of AJ Bell plc; they are committed to growth and continuing to develop market-leading solutions for investment managers, financial advisers and retail customers.