What We Offer

We are combining our long history in the Nordics with expertise in the UK platform space to become the best platform partner to Independent Financial Advisers in the UK. We provide Independent Financial Advisers and you as their client with a digital only, efficient, and paperless platform at a fair price and with an excellent service offering. By doing so we streamline the experience for you and your adviser.

Integrated

Our platform is built on modern API-architecture, allowing us to seamlessly add new elements and 3rd party solutions that your adviser can use for your benefit.

Efficient

With us you invest efficiently since we offer straight through processing in a fully digital solution. With instant deposits and auto-investment functionality your money becomes invested faster, and with contracted settlement for faster switches we minimise the time you are “out of market”.

Paperless

No more physical documents and wet signatures with our paperless user journeys. Without manual processes and burdensome administration, your adviser has more time to focus on what is truly important – you.

Flexible

We offer a wide selection of assets and various ways for your adviser to group, administer and manage your investments. In addition, we of course offer a flexible ISA.

Cost effective

Efficient, digital processing allows us to reduce costs. We offer various ways for you to benefit from these efficiencies such as linking your investments with family members to receive lower charge.

Here for You

The foundation of our offering is, and always will be, personal service. Your first point of contact is your trusted financial adviser, but our Service Centre is always ready to assist you if needed.

Working today for a better tomorrow

At Söderberg & Partners Wealth Management we believe in the power of professional financial advice.

We make sure your financial adviser has everything they need to help you meet your financial goals. On our platform you can access a suite of tax efficient wrappers suited to your individual needs, and an extensive, flexible asset universe to go with it.

Interested in using our platform? Talk to your financial adviser!

We are here for you

Our knowledgeable Service Centre Team are ready to help with any questions you may have about the platform.

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Soderberg & Partners Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority (FCA Registration Number: 995131). Soderberg & Partners Wealth Management Ltd is a firm registered in England and Wales (Company Number: 14035487). Registered Office: One Temple Quay, Temple Back East, Bristol, England, BS1 6DZ