Scottish Widows Platform
Scottish Widows Platform is a digital platform for financial advisers, providing access to various investment options and tools. It supports advisers in managing their clients' financial needs through technology and integrations.
- Personal Pension
- Investment pathways
- Stocks and Shares ISA
- Junior Personal Pension
- Model portfolio solutions
- General Investment Account
- Junior Stocks and Shares ISA
- Discretionary fund management
- Third Party Investment Account
Locations
Digital Popularity
Social Media
LinkedIn827 Followers
Competitors
Wealthify is an online saving and investing service that aims to make investing accessible to everyone.
Bestinvest is an investment platform offering a wide range of account types, including SIPPs and ISAs, along with expert coaching and smart planning tools.
Fidelity International provides investment solutions and financial advice to individuals and institutions.
AJ Bell is an easy to use, award-winning investment platform that provides a range of investment solutions for both DIY investors and financial advisers.
Moneyfarm is an online investment platform that simplifies investing and makes it accessible for everyone.
Company Details
Scottish Widows Platform is operated by Embark Investment Services Limited and is a Active company incorporated on 18 January 2016 with the registered office located in London, City of London. Embark Investment Services Limited was registered 9 years ago.
Status
Active
Size
Large
Directors
25
Age
9 years old
Employees
Unreported
Turnover
£69.28M
Total Assets
£54.25M
Cash in Bank
£36.37M
Total Liabilities
-£8.42M
Teams
18
6
4
3
3
1
6
Team Lead • Joined Jul 2017
Oversight Executive • Joined Jul 2022
Marketing Executive • Joined Feb 2021
Dealing Manager • Joined Jan 2021
Business Support Manager • Joined Aug 2022
Platform Technical Manager • Joined Jan 2021
Head Of Operational Tax • Joined Jun 2022
Data Analytics & Insight Senior Manager • Joined Dec 2022
Investment Administrator • Joined Jan 2023
Oversight Administrator • Joined Oct 2022
Business Support Manager • Joined Aug 2022
Investment Administrator • Joined Jan 2023
Oversight Administrator • Joined Oct 2022
Senior Administrator • Joined Nov 2021
Senior Administrator • Joined Sep 2022
Customer Service Administrator • Joined Nov 2020
Team Lead • Joined Jul 2017
Senior Administrator • Joined Nov 2021
Senior Administrator • Joined Sep 2022
Senior Change Consultant • Joined Nov 2022
Oversight Executive • Joined Jul 2022
Marketing Executive • Joined Feb 2021
Customer Service Agent • Joined Nov 2024
Oversight Executive • Joined Jul 2022
Marketing Executive • Joined Feb 2021
Senior Change Consultant • Joined Nov 2022
Dealing Manager • Joined Jan 2021
Platform Technical Manager • Joined Jan 2021
Head Of Operational Tax • Joined Jun 2022
Data Analytics & Insight Senior Manager • Joined Dec 2022
Platform Administrator • Joined Jun 2022
Wealth Investment Platform Adoption Consultant At Embark Advanced • Joined May 2020
Senior Multi Asset Dealer
View 18 members