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Adviser resources

Providing advisers with timely content, educational videos, and practical guides to help support conversations. 

Understand key investment concepts

Educational videos to  help advisers communicate investment themes to clients.

Compounding
01:14
Compounding
Inflation
01:02
Inflation
Pound cost ravaging
01:16
Pound cost ravaging
Diversification
01:10
Diversification

Factsheets

  • ASPIM Growth 2
    ASPIM Growth 3
    ASPIM Growth 4
    ASPIM Growth 5
    ASPIM Growth 6
    ASPIM Growth 7
    ASPIM Growth 8
    ASPIM Growth 9
    ASPIM Growth 10
    ASPIM Growth Equity
  • ASPIM Index 2
    ASPIM Index 3
    ASPIM Index 4
    ASPIM Index 5
    ASPIM Index 6
    ASPIM Index 7
    ASPIM Index 8
    ASPIM Index 9
    ASPIM Index 10
    ASPIM Index Equity
  • ASPIM ESG 2
    ASPIM ESG 3
    ASPIM ESG 4
    ASPIM ESG 5
    ASPIM ESG 6
    ASPIM ESG 7
    ASPIM ESG 8
    ASPIM ESG 9
  • Prima Cautious Fund
    Prima Balanced Fund
    Prima Adventurous Fund

Regulatory documents

Prima Fund Prospectus
Prima Fund NURS KIID
MPS Portfolios Value Assessment
Prima Fund Value Assessment
Prima Fund Target Market
MPS Portfolios Target Market

Investors' guide to markets

Are you seeking resources to enhance your client discussions? Working closely with clients, we have crafted straightforward visuals that illustrate fundamental investment concepts in our investors' guide to markets.

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We use Albemarle Street Partners illustration tool for an initial longer-term view of our clients’ potential investment journey, but it is also really useful for educating less experienced clients about the concept of investment risk, variable returns and the risk of running out of money.

Paul Blight

Head of Wealth Management, Tier One Capital

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The advisers in our community collaborate peer-to-peer. Alongside our annual conference the community meets throughout the year to explore the challenges of leading independent firms, showcase specialised insight around specific client groups and debate and discuss the latest market and investment trends.

Charlie Parker

Managing Director, Albemarle Street Partners

Stay informed

Empowering independent advisers with the latest insights and market updates.

Get in touch

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Eleanor Williams

Partnerships Director

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+44 020 7043 0100

eleanor.williams@aspim.co.uk

  • LinkedIn
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Nathan McKerlie

Partnerships Manager

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+44 07931 324 963

nathan.mckerlie@aspim.co.uk

  • LinkedIn
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Sarah Kennedy

Partnerships Manager

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+44 07931 324 888

sarah.kennedy@aspim.co.uk

  • LinkedIn
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Ollie Vickers

Partnerships Manager

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+44 07376 452 145

ollie.vickers@aspim.co.uk

  • LinkedIn

Press office: aspim@sharecomms.co.uk

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Investor's guide to market

Are you seeking resources to enhance your client discussions? Working closely with clients, we have crafted straightforward visuals that illustrate fundamental investment concepts in our investors' guide to markets.

Get your free guide >

Illustrations to support retirement planning

Our free portfolio illustration tool supports the FCA's emphasis on retirement scenario planning. It assists advisers with clients during the decumulation and drawdown phase and helps strengthen the due diligence process.

Find out more >

Helping advisers thrive in their next steps 

Do you want to start your own business or elevate your existing business to the next stage of growth? Our business workshops are designed to help you with your next steps.

Request workshop >

Building a centralised investment proposition

Building a centralised investment proposition. We work hand in hand with advice firms to create a centralised investment proposition which aligns with their advice philosophy and the specific needs of their clients.

Find out more >
Past performance is not a guide to future performance. Capital is at risk.
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