Investment research and analysis

Take advantage of our expertise and view our in-house research, analysis and insights, designed to be easy-to-understand for experienced investors or if you're just getting started.
Speak to us

For more information about our research and analysis call us on:

0800 028 8960

Alternatively arrange a callback

Calls may be recorded. Lines are open:
8:00am - 6:00pm, Monday - Friday (excluding UK bank holidays).

Speak to us

For more information about our research and analysis call us on:

0800 028 8960

Alternatively arrange a callback

Calls may be recorded. Lines are open:
8:00am - 6:00pm, Monday - Friday (excluding UK bank holidays).

Speak to us about our research and analysis

Just getting started?

When you invest for the first time, you are embarking on an important journey that should enable you to take control of your future and achieve your financial and lifestyle goals. Yet while investing is exciting, it can also seem daunting if you have had no prior experience.

Read our guide on the basics of investing

Investment tools and resources

Ready-made portfolios

If you are looking to invest, but would prefer someone else do the hard work for you, our ready-made portfolios could be for you.

Investment search

If you're not yet a client, but are interested in what funds we hold on our platform, you can use our investment search tool

News and Insights

For insight, analysis and market commentary from our expert Investment Research Team, as well as company updates and other useful materials, check out our library of news and insights

The Discovery Shortlist

With so many funds available it can be difficult to know where to begin when choosing investments to start building an investment portfolio. The Discovery Shortlist is one way to help investors narrow down from the 1000’s of funds available to a more manageable starting point.

Chosen by our Investment Research Team, the shortlist of third party funds is designed to assist investors in creating diversified, well-balanced portfolios. The Discovery Shortlist is based on in-depth research and analysis and is comprised of funds across all the major sectors that our specialist team view as interesting long-term investment opportunities.

To access our Discovery Shortlist you'll need to register with us.

All investments carry risk. Their value will go up and down and you could get back less than you invested.

Register now
Discovery Shortlist Showcase Card

Invest online

Open an account online in minutes. It’s free to register and you can call our My WealthPartner Support team if you need any help. You’ll need your National Insurance number and bank details to hand to complete the process.

Register now

Speak with an adviser

If you're not comfortable managing your own investments, you may prefer us to select and manage your investments on your behalf. Speak to one of our friendly qualified advisers today.

Contact us
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Before you invest, make sure you feel comfortable with the level of risk you take. Investments aim to grow your money, but they might lose it too.