Lifetime IFA Competitors

There’s advice that can change your day. Then there’s advice that can changeyour life. And the lives of those you love. The kind of advice that only ever comes from peoplewho have your best interests at heart, who want to see you happy. Like your dad. Your sister. Yourbest friend since primary school. And us. We all need advice on life’s journey to have the confidence to take thenext step. But today, there’s fewer and fewer people you can turn to. SJP offers one-to-one financial advice at every step that gives you theconfidence toembrace your tomorrow. 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 19/02/2025

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.

Our story started over 190 years ago, right here in the UK. Originally founded as Scottish Equitable, today we’re part of Aegon. We’re the UK’s largest investment platform, supporting over 3.5 million customers nationwide.* We work with financial advisers and employers to deliver pensions, savings and investment solutions - partnering with over 8,500 employers to support their people’s financial futures.* We put financial wellbeing at the heart of what we do. Through Money:Mindshift - the next evolution of our award-winning financial wellbeing programme - we offer practical, behaviour-led insights that help people balance what’s in their bank with what’s on their mind. And with Mylo, our personalised digital platform, we make financial moments simpler and more empowering for workplace pension members, helping them stay engaged, take action, and feel more confident about their future. Simply put, there’s no longer a standard path through life. There are as many options as there are life opportunities - and we’re excited about what this means for you. That’s why our purpose is to help people live their best lives. Want to be part of it? Find our latest roles at https://www.aegon.co.uk/careers *Information as at 31/12/2025