• Elevate features and benefits

    With Elevate, you and your clients can choose from a range of product wrappers and a huge choice of investments.

    Our range of features and benefits make it easier to manage your clients' investments with tailored reporting and consultancy.

  • Want to show your clients what Elevate could do for them?

    • Invest together - link family accounts for lower charges
    • Invest faster - with pre-funding
    • Service everything online - with paperless accounts
    • Flexible income options - including regular (drip feed) drawdown
    • Keep track of investments - with 'My Elevate' app

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  • Keeping things simple for you and your clients

    Fast and flexible service

    Offer clients the freedom to review their finances online at any time, without the hassle of paperwork.

    Regular (drip feed) drawdown

    Maximise pension freedoms by offering your clients a new way to access the right income at retirement.

    Pre-funding: investing faster

    We'll pre-fund your clients' investments with our money, so it's in the market for longer, while we wait for theirs to clear.

    Quick and easy tools

    Our tools are designed to make your life easier. Whether you're putting together a portfolio or helping your clients' visualise their retirement plan.

  • Start using Elevate now - and see what the platform can do for you and your clients.
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    Explore due diligence

    Collate and analyse due diligence information, quickly and easily.

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    Technically speaking

    Our videos and articles get you to the heart of changes to tax, trusts and pensions.

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    LifePlanning toolkit

    Use our suite of planning tools to support meaningful conversations with your clients.

  • Let us know how we can make Elevate work better for you. Call us on 0345 600 2399.
    Lines are open between 8am and 6pm, Monday to Friday.
    We sometimes record telephone calls to help with training, service and security.