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Here you’ll find our handy resources and guides to get the best out of our investment platforms.
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Library: Wealthtime Platform

These documents are relevant to the Wealthtime Platform (formerly Novia). If sending a paper copy of a form to Wealthtime, please send it to:

Wealthtime,
Cambridge House,
Henry St,
Bath,
BA1 1JS

Key Features

Wealthtime Platform: Key features Download

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Terms and Conditions

Wealthtime Platform: Terms and Conditions Download

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Understanding Charging

Wealthtime Platform: Understanding Charging Factsheet Download

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Charges Schedule

Wealthtime Platform: Charges Schedule Download

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Best Execution Policy

Wealthtime Platform: Best Execution Policy Download

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Conflicts of Interest

Wealthtime Platform: Conflicts of Interest Download

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GSIPP – GAA ZEDRA reports

Reports from Governance Advisory Arrangement for Group Personal Pensions:

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Wealthtime Platform: Cash Account

This information is only relevant for investors who use the Wealthtime platform. If you use the Wealthtime Select Platform, please

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Library: Wealthtime Select Platform

These documents are relevant to the Wealthtime Select Platform (formerly Wealthtime). If sending a paper copy of a form to Wealthtime Select, please send it to:

Wealthtime Select,
1 London Road Office Park,
London Road,
Salisbury,
SP1 3HP

Key Features & Terms and Conditions

Wealthtime Select Platform; Key features and terms and conditions Download

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Fee Schedule

Wealthtime Select Platform: Fees Schedule Download

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Understanding Charging

Wealthtime Select Platform: Understanding Charging Download

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Online Activation Guide

Wealthtime Select Platform: Online activation guide Download

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Retirement Options Fact Sheet

Wealthtime Select Platform: Retirement Options Fact Sheet Download

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Data Protection Notice

Wealthtime Select Platform: Data Protection Notice Download

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Wealthtime Select Platform: Cash Account

This information is only relevant for investors who use the Wealthtime Select platform. If you use the Wealthtime Platform, please

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Helpful Guides: Wealthtime Platform

27 Oct 2023

Guide: Secure Digital Verification

We have partnered with technology firm Credas Technologies Ltd to start trialling biometric verification in limited circumstances. This is new

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06 Nov 2023

Guide: Corporate Actions

From time to time investments that you hold may undergo some material changes known as corporate actions. For example, there

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Talk to our team today

Your financial adviser should always be your first port of call for any questions you have about your account, however, we’re always happy to help.
contact for support

For Wealthtime platform queries, call
0345 680 8000

For Wealthtime Select platform queries, call
01725 512 925

To make a complaint, click the relevant platform below:

Wealthtime

Wealthtime Select