Fundment

Leeds is famous for jelly tots, its rich history of engineering and printing, as the location for the first ever silent film, and maybe - just maybe - as a venue for #MMInteractive24 This is us today - where we want to be - among advisers, colleagues, and provider peers…

At Fundment, we’re proud of our fully digital cash investment process.    From account opening and client approval to automated payments of fees and income, our operations are streamlined.    Coupled with our new Cash ISA and Cash Lifetime ISA, we are rising to meet adviser and client demand for cash investment options. https://lnkd.in/eBy_m2Tk   #FinancialAdvisers #ISA    This content is for financial advice professionals only. 

Fundment proudly presents: Our new Cash ISA and Cash Lifetime ISA... ... fully supported by digital cash management capability. 💷 In collaboration with Investec Bank, we feature a 12-month Fixed Rate Deposit option within the ISAs. Our digitised cash investment process is designed to streamline portfolio management for advisers. Explore more on our website https://lnkd.in/eBy_m2Tk #WealthManagement #FinancialAdvisers #ISA This content is for financial advice professionals only.

In 2025, we are supporting the VouchedFor Guide to Top Rated Financial Advisers, alongside BlackRock. This will be: ▶️ The largest-ever campaign promoting the value of advice. ▶️ Seen by 3m+ consumers (via The Times, The Telegraph, and online). ▶️ A great opportunity for local recognition via regional promotion. ▶️ Shared with thousands of accountants and solicitors. It will: ✅ Focus on real client stories https://lnkd.in/er-c9Tki

Just received this marvellous photo through from Money Marketing, giving us… …another opportunity to congratulate all the winners and nominees at last week’s awards. 🥂 On stage here are the incomparable Lucy Porter, the wonderful Rebecca Aldridge - Chartered Financial Planner (picking up one of two awards on the night!), and the debonair Laurie Jaques. There are more photos! Take a look at Money Marketing’s gallery: https://lnkd.in/eTzxJPbf

Exciting news! We are proud to support the VouchedFor 2025 Guide to Top Rated Financial Advisers, alongside BlackRock. Together, we're on a mission to: 💥 Reach 3M+ consumers 📢 Share inspiring client stories 💡 Highlight the value of financial advice This campaign will be featured in The Times and The Telegraph, making it the largest celebration of financial advisers yet! We're proud to support advisers and help more people understand how expert financial advice is changing lives. Stay tuned for updates! #FinancialAdvice #Recognition

Reflecting on a happy night at the Money Marketing Awards 2024. Congratulations to all the winners on the evening, with a special nod to our guests: Rebecca Aldridge - Chartered Financial Planner of Balance: Wealth Planning Limited, who picked up awards for Best Retirement Advice Firm and Next Generation Advice Firm of the Year… ... and Emmelia Powell of Premier Wealth Solutions Ltd, who took home the Financial Adviser 2B award, which aims to recognise talent in the earlier stages of their financial planning careers. (Given the abundance of glamorous images from the evening, we’ve plumped for a picture of our Chief Distribution Officer Laurie Jaques looking mightily comfortable in front of the cameras during a spot of pre-awards filming!). We would also like to recognise the vision, organisation and all-round pleasantness of Charlotte Covey-Crump and Victoria Finch, without whom the evening would not have been as wonderful as it was. Thank you, both. #MMAwards24 ❤️

ICYMI: We have launched a Stocks & Shares Lifetime ISA (LISA) - becoming one of few advised platforms to offer it. We make opening and transferring to our LISA seamless. Our CEO Ola Abdul: "We've removed points of friction when opening or transferring into accounts and when onboarding clients - simplifying things for advisers." https://lnkd.in/dnjTp-ag This content is for financial advice professionals only.

Well, this is a nice surprise. We just picked up the award for Best Independent Service Provider at the Professional Paraplanner Awards 2024. Three things we found out and love about this award: 1. It was voted on 100% by paraplanners (not many awards are). 2. Fundment wasn’t selected from a drop-down of providers, but nominated 'free-hand' by paraplanners (admire that Professional Paraplanner does it this way, even though it inevitably makes the results trickier to collate!) 3. We learned that paraplanners previously requested this category be added, so to pick it up is just wonderful. Here's the debonair Lauren Dixie with the award. Thank you to everyone who voted, and to Professional Paraplanner for having us.

Fundment proudly presents: Our all-new Lifetime ISA. Today, we are launching our Stocks & Shares Lifetime ISA – helping advised clients save for a first home or for retirement (with a 25% government bonus to boot). As Matt Greer, Chartered Financial Planner of Navigate IFA says: "There aren’t many platforms that offer a LISA, so we’re delighted with Fundment. I’m looking forward to giving my clients the good news.” https://lnkd.in/dnjTp-ag #LifetimeISA This content is for financial advice professionals only.