Institutional Advisers

Welcome to our dedicated page for institutional advisers

Market leading products, market leading team

We are the UK’s leading provider of international investment bonds and tax-efficient trust solutions, and we offer you and your clients stability against a backdrop of industry mergers and acquisitions. Our long-term approach means we can look after your clients’ evolving needs at every level of our business.

Award winning solutions

Discover our range of UK and International investment options and tax-efficient trusts. Find product information, guides, forms in our document library.

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Access to our technical specialists

You have direct access to our market leading technical team for help on all retirement, estate planning, offshore, tax and trust questions.

Email us

Specialist help on Personal Injury Trusts

We have a streamlined process to help you set up and manage a Canada Life Bond where either a deputy is applying on behalf of the injured person or where a Personal Injury Trust is used.

Find out more

Meet the team

Our team of Institutional Account and Telephone Account Managers are as enthusiastic as they are knowledgeable. With many years’ experience of managing important strategic relationships, you are in safe hands.

Nicholas Sleep

Head of Institutional & Strategic Partnerships

Martin Saunders BSc (Hons) DipPFS

Institutional Relationship Manager

07826 551 349

Robert Nathan

Institutional Relationship Manager

07870 261 001

Dan Silvester DipPFS

Institutional Relationship Manager

07827 241 042

Graeme Blatch

Mark Griggs DipFA

Institutional Telephone Account Manager

07585 790 499

Ross Sparkes

Institutional Account Manager

Jon Armstrong

Sales Support Representative (Wealth)

Unparalleled technical support

We offer technical help and guidance from industry-recognised experts, who are also available to give presentations at events, seminars and webinars. We produce client case studies, sales aids, videos, tech-casts, podcasts, and calculators. And we also provide training virtually or face-to-face.

ican academy

Get technical support, guidance and CPD content with ican academy.

Ican academy

Technical Eye

Check out our latest issue of Technical Eye, our adviser magazine that looks at issues around retirement planning, tax and estate planning and investment solutions.


Important information

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