M&G Wealth Platform | LinkedIn (2024)

The M&G Wealth Platform is for financial professionals. With its wide range of investment options, tools, data and insights, it is flexible enough to support a full range of adviser and DFM propositions.Our Platform helps meet the needs of financial professionals’ individual clients and their complex family situations as they build, protect and pass on their wealth in a sustainable way.Monitored Mon-Fri 9am-5pm.The M&G Wealth Platform is provided by Investment Funds Direct Limited, registered in England and Wales No. 1610781. Registered Office: 10 Fenchurch Avenue, London EC3M 5AG. Authorised and regulated by the Financial Conduct Authority: 114432.Investment Funds Direct Limited is a subsidiary of M&G plc, incorporated and registered in England and Wales. Registered office: 10 Fenchurch Avenue, London EC3M 5AG. Registered number 11444019. M&G plc is a holding company, some of whose subsidiaries are authorised and regulated, as applicable, by the Prudential Regulation Authority and the Financial Conduct Authority.

Website

https://www.mandg.com/wealth/platform

External link for M&G Wealth Platform

Industry

Financial Services

Company size

201-500 employees

Headquarters

Bath

Type

Privately Held

Founded

2007

Specialties

Investment platform, Simple pricing structure, In-house stockbroking service, Investment choice, and Platform support

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  For UK financial professionals only. On the M&G Wealth Platform you can view and manage multiple family member portfolios in one place. Easily optimising tax and family wealth planning across multiple generations.Find out more: https://ow.ly/x80j50Q8fbw

  Family wealth planning mandg.com

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  See Also

  M&G Wealth Platform | LinkedIn

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  For UK Financial Professionals only. We’re happy to announce that IFDL (Investment Funds Direct LTD), who provide the M&G Wealth Platform, have maintained a B+ rating from AKG for the ninth year in a row.Learn more here: https://lnkd.in/d_98XJR6

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  For UK Financial Professionals onlyModern families are changing so our family linking service has too. Find out more: https://ow.ly/LNiT50Qioa1

  Expanding family groups mandg.com

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  For UK Financial Professionals onlyRichard Denning reflects on platform enhancements in 2023, and looks ahead to 2024. Read the full article here: https://ow.ly/QCWU50Qio7b

  2023 Review: Delivering the platform you want to use mandg.com

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  For UK financial professionals only.By calculating our already-competitive platform charge on the total value of a family group’s assets, members in the group could benefit from a lower charge.See how family linking can benefit your clients.https://ow.ly/GWl750QcrXr

  Family wealth planning mandg.com

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  For UK financial professionals only. We’ve extended family groups to include co-habiting partners and step relations so you can help even more people plan and manage their wealth. To find out more visit our Family Wealth hub: https://ow.ly/101k50Q9qXI

  Family wealth planning mandg.com

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  For financial professionals onlyM&G Wealth surveyed advisers for their views on how AI is impacting the industry and their businesses, read more: https://ow.ly/I8Fm50Q2Iwu

  AI and financial advisers: You told us how you're using it mandg.com

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  For Financial Professionals onlyM&G Wealth surveyed advisers for their views on how AI is impacting the industry and their businesses, read more: https://ow.ly/LnYJ50Q6s5Y

  Home mandg.com

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  For financial professionals onlyMaking it easy to get cash to clients is the latest step in building a seamless platform service as Gavin Hughes, Head of Digital Delivery at M&G Wealth explains. https://ow.ly/BL3r50Q2IpR

  Sell and Withdraw: Delivering cash in a single step mandg.com

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