Links

The following is a list of websites that we believe you may find of use and benefit:


For Clients who use the Transact Wrap Platform

Transact – www.Transact-online.co.uk

For Clients with a discretionary Quilter & Co Ltd Portfolio

Quilter - www.quilter.co.uk

For Clients with SIPP Centre SIPP's

SIPP Centre - www.sippcentre.com

Complimentary Fund Research

Citywire – www.citywire.co.uk
Lipper – www.lipperweb.com
Morningstar – www.morningstar.co.uk
Standard & Poors – www.funds-sp.com
Trust Net – www.trustnet.com


Complimentary Advice / Research Tools

Aequos – www.defacto.com
Money Facts – www.moneyfacts.co.uk
O&M – www.omsystems.co.uk
PlanLab – www.planlab.co.uk
SelectaPension – www.selectapension.com
Money Made Clear - www.moneymadeclear.fsa.gov.uk


Industry Press / Information

IFA Bonus – www.ifabonus.co.uk
Financial Times – www.ft.com
Money Marketing – www.moneymarketing.co.uk


Professional Bodies

Association of Independent Financial Advisers – www.aifa.net
Chartered Insurance institute – www.cii.co.uk
Financial Services Authority – www.fsa.gov.uk
Institute of financial planning – www.financialplanning.org.uk
Personal Finance Society – www.thepfs.org

Others

Adobe – www.adobe.com

Online Applications