The wealth

Sidekick

Uses a low-risk, high liquidity managed portfolio, to stay liquid when life throws a curveball.

Holds larger balances securely by spreading deposits across three banks - tripling their FSCS protection, while keeping their money within reach.

Achieves global market performance at a low-cost, whilst shielding gains from tax within an ISA.

Personalises their exposure to the S&P 500 while staying hands-off - so they’re not doubling down on their employer stock.

Long-term investments that stay in the background - for when something piques their interest and they're comfortable locking it away. Exclusively available to eligible investors.

Uses a low-risk, high liquidity managed portfolio, which stays accessible for bigger upcoming expenses.

A smaller savings pot kept aside for peace of mind - there when they need it, no notice required.

Achieves global market performance at a low-cost, whilst shielding gains from tax within an ISA, helping their future stay as strong as their present.

A lower-risk ISA with bond exposure for their partner - doubling their household’s tax shelter while accounting for different risk appetites.

Easy access savings with a competitive rate, offering peace of mind while they build toward big life goals.

Uses a low-risk, high liquidity managed portfolio, to stay liquid when life throws a curveball.

Provides access to long-term market growth, boosted by the benefits of tax-shielded investing.

With their financial core in place, they feel confident taking more risk - this tool lets them tailor their exposure to reflect their values and interests.

Uses a low-risk, high liquidity managed portfolio, to stay liquid while they take the time to decide what’s next.

Spread deposits for up to £360k FSCS protection.

A natural first step in a strong allocation plan offering long-term, tax-shielded growth with global exposure.

Because when you come into a meaningful sum, having a trusted person to think it through with can make all the difference.

Uses a low-risk, high liquidity managed portfolio, keeping capital accessible while still earning on money they may need for future expenses.

Holds large deposits securely between investment rounds - providing up to 3x their FSCS protection while keeping capital accessible.

A tax efficient way to expand their existing portfolio - making the most of their allowance and adding a long-term growth engine to their strategy.

Tailors their public market exposure to complement their existing holdings - whether that’s employer stock, industry familiarity or personal values.

Uses private equity as a longer-term, higher-risk opportunity, as part of a well diversified portfolio.