Informed Financial Planning Competitors

Phoenix is the UK’s largest long term savings and retirement business. Our customer brands include SunLife, Standard Life, Phoenix Life, and ReAssure. While we have a thriving ‘open’ business through the Standard Life and SunLife brands, a key driver of value for us is our expertise in managing ‘heritage’ books of business no longer open to new customers. We have offices around the UK as well as operations in Dublin and Frankfurt. As one of Britain’s Top Employers, we offer opportunities for you to challenge and develop yourself in a company that looks after our colleagues, customers and communities. Please do not post private information publicly. Phoenix Group is the brand for Phoenix Group Holdings PLC, its subsidiary companies and brands. For more information see: https://www.thephoenixgroup.com/

In a world full of information, personal financial advice helps people find the answer that's right for them. At St. James’s Place, we combine the power of personal relationships with the expertise, strength and scale of the UK's leading financial advice firm, to help our clients move towards their financial goals. We help people see their wealth differently by bringing clarity to complexity, uncovering opportunities and supporting confident financial decisions. Because when you gain a different perspective, you can create a different future. See your wealth differently. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. Members of the St. James’s Place Partnership in the UK represent only St. James’s Place Wealth Management plc, which is authorised and regulated by the Financial Conduct Authority. St. James’s Place Wealth Management plc Registered Office: St. James’s Place House, 1 Tetbury Road, Cirencester, Gloucestershire, GL7 1FP. Registered in England Number 4113955. SJP Approved 09/10/2026

RBC Brewin Dolphin is one of the UK and Ireland’s leading wealth managers and traces its origins back to 1762. We are here to help you achieve your ambitions through expert, personalised financial planning and investment management advice. FOR INDIVIDUALS: Helping you and your family with expert financial planning and investment management. Building your wealth, protecting you and your loved ones, and planning for the future. FINANCIAL ADVISERS Partner with RBC Brewin Dolphin and we will take the day-to-day strain of managing your clients' investments. We will focus on consistent performance. You can focus on building your client relationships and business. BUSINESS PARTNERSHIPS Specialist advice for solicitors and accountants, bespoke partnerships with corporates and membership organisations, and financial education that is designed to support the financial wellbeing of your employees. CHARITIES Helping charities to achieve their financial goals has been a core part of RBC Brewin Dolphin’s business for more than 65 years.