Adviser Site

We’re AXA Wealth. We're here to make investing easy for you and your clients.

You voted us Company of the Year 20131, and we aim to keep you happy in 2014 by offering you expert support, one of the fastest growing investment platforms in the market and a diverse, award-winning range of investment and retirement products.

 

Part of the AXA Group, we’re about stability, choice and simplicity in the world of wealth management.

Our aim is to help you run your business and grow the wealth of your clients. We do this through product choice and innovation, expert consultancy, online support and easy-to-use literature and tools.

Elevate platform

Awarded Platform of Year at the Aberdeen UK Platform awards, Elevate is one of the fastest growing investment platforms in the UK.

With a wide investment choice, the platform also offers pre-funding and straight through processing – so you can invest client’s funds faster and save time on paperwork.

Products and services

Access to our Specialist Products range means you’re able to handle the sophisticated income, capital and tax planning needs of your clients.

Our solutions include individual and family/business partner SIPPs, onshore and international bonds and estate planning.

Budget: Impact on our industry
 

Andy Zanelli gives his initial verdict for savings and pensions, and Brian Murphy reflects on the broader tax planning considerations.

Budget: Key dates for you to be aware of

The changes will impact our pension and ISA propositions, and come into effect from 27 March in three phases.

1. Financial Adviser Service awards 2013. Please remember that past performance is not a guide to future performance. The Retirement Wealth Account achieved a 5 Star Defaqto rating in 2013 in the SIPPs category. Other awards.

Fund factsheets

Research, and chart funds or compare fund prices

Fund factsheets and KIIDs

Illustrations

Produce or retrieve illustrations for:

  • Pre-sale retirement for Retirement Wealth Account 
  • Investment Bond
Other UK Sites