Our Values are the guideposts that will help us achieve our bold Mission. They define who we are and how we work together: we are a digital, customer-centric market leader that's leading the change customers demand.
Own it
We feel empowered to make decisions and take action to deliver our mission.Think big
Anything is possible. We can always find a better way.Share your humanity
We build a supportive, diverse and thriving workplace.Get it done together
We’re surrounded by an amazing team. Do it better by working together.Obsess about customers
We predict their needs and do everything in our power to satisfy them.Do the right thing
We act with integrity and do what we say.Wealth planning
Wealth planning is a financial planning and investment service that enables you to benefit from our extensive financial planning experience and expertise – whether you are looking to grow your investments, pay off your mortgage, increase your pension pot, fund your children’s school fees or provide financial protection for your family.
Step 1: Explore your options Wealth planning gives you anytime access to a range of calculators and tools that allow you to map your financial goals and explore potential options.
Step 2: Speak to one of our financial planners Your one-to-one telephone consultation with one of our experienced financial planners will then give you the confidence to understand the options available to you to meet those goals.
Step 3: Agree your approach our planner will work with you to establish your goals, build a list of long-term priorities and create a detailed financial plan. If appropriate, they will work with you to decide which of our Share-Class portfolios is right for you.
Step 4: Keeping track and review Your circumstances can change, so regular annual reviews will ensure your financial plan remains the best choice for you.