Our Services
Access to a wide selection of products and services including:
Morgan Lloyd was established in 2003 to provide professional Pension Trustee and Administration Services for Small Self Administered Schemes (SSAS).
Morgan Lloyd is one of the fastest growing professional Trustee companies in the UK. Our expertise and innovative approach presents our clients with the ability to explore many investment and business funding opportunities via a SSAS or a SIPP.
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Eden Park Investment Management work exclusively with financial advisers and provides a platform-only managed portfolio service offering a diverse range of risk-profiled portfolios to meet clients’ needs
Eden Park Investment Management operates three model portfolio ranges, Brunel, Cabot and Sustainable, powered by Hymans Robertson Investment Services, Charles Stanley and LGT Wealth Management respectively, each with 5 or 6 risk-profiled models.
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Morgan Lloyd Invest is our investment platform offering General Investment Account (GIA), ISA, SIPP and Offshore Bond investment accounts.
We make the process of advisers managing customers' investments as easy as possible. We work closely with firms to ensure advisers get the most out of the service to achieve excellent customer outcomes.
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MyViewpoint is updated daily and provides clients with a unique and safe place using just one username and password.
A clients' entire financial life brought together in one place. Mobile and web-based, MyViewpoint offers them 24/7 access to their investments, savings, pensions, property, banking, mortgages, credit cards and insurances.
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