The organisations in this section all have a vested interest in working with many of the organisations listed in other categories within our membership with the common theme being a safe and reliable market for the consumer. Please select an option from the drop down menu and click search to view the different categories.
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ST JAMES’S PLACE WEALTH MANAGEMENT
At St. James’s Place, we focus on achieving and maintaining a thorough understanding of your financial needs and aspirations. We believe passionately that the best wealth management service is provided through personal, face-to-face advice
CRITERION
Criterion is the not-for-profit body that designs and manages API Standards that make it easier for companies in the Equity Release market to work together to serve customers better.
OVER50sMONEY
Helping the over-50s community control your money as you approach and enjoy retirement. Visit our site for our latest content.
SENSE NETWORK LTD
Sense provide compliance and business development support to financial advisory firms.
E.SURV CHARTERED SURVEYORS LTD
e.surv (part of LSL) is the UKs largest employer of residential valuers and the leading provider of valuation and advice services to the ER/Later Life Lending sector.
PHOENIX HOLDINGS GROUP PLC
Phoenix Group is the UK’s largest long-term savings and retirement business. Our purpose is to help people secure a life of possibilities.
VALIDPATH LIMITED
IN PARTNERSHIP
Formed in 2000, we are a community of over 500 financial advisers located across the country dedicated to delivering great advice to our clients. We believe that every client is different. That's why getting to know you is so important. We'll work to understand your needs, expectations and aspirations so that we can deliver solutions that will help you achieve your goals.
ROTHESAY LIFE
Further information pending