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For Professional Advisers only

Welcome to Adviser Gateway

Adviser Gateway is the new home for our resources to support your advice process and your clients. Below you can access due diligence guides, advice tools, case studies, webinars, insights, and more from Embark Group.

Resources for you

Due diligence

• All you need to know about Embark Group
• Due diligence guides by proposition
• Financial strength (AKG)

Access here

Tools & Technical

• Our tools including Pension Freedom Planner
• Independent fund research (The Adviser Centre)
• Technical Corner

Access here

Supporting client conversations

• Case studies
• Suitability paragraphs
• Vulnerable customer information

Access here

Insights

• Embark Investor Confidence Barometer
• Latest articles
• Webinars and Podcasts (EmbarkPod)

Access here

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The insider guide to drawdown

Approaches to drawdown are many and varied, reflecting a wealth of possible strategies and a range of client needs. Here, we interview five adviser firms to get their insights on how they approach drawdown.

Read more

Connect with us

Connect with us on social media by clicking on the icons below. We are on LinkedIn and Twitter.

Women in Asset Servicing

We are proud supporters of Women in Asset Servicing (WiAS), a networking group which seeks to attract women to financial services, nurture their talent, increase their visibility, and help them achieve their career goals.

Visit WiAS

Contact us

Any other questions? Our support team is on hand to answer your queries via phone or email.

SERVICE & SUPPORT

e. portfolioteam@embarkadvance.co.uk
t. 0345 607 2013 (weekdays from 08.30-17.30, 09.30-12.30 on Saturdays)

MAILING ADDRESS

Advance Portfolio Team,
PO Box 1200,
The Grange,
Cheltenham,
GL50 9UP.

SERVICE & SUPPORT

e.   customerservices@embarkpensions.co.uk
t.   01204 803 500 (weekdays from 9.00 – 17.00)

MAILING ADDRESS

Dunscar House
Deakins Business Park
Egerton
Bolton
BL7 9RP

SERVICE & SUPPORT

e.   service@embarkplatform.co.uk
t.   0330 024 2345 (weekdays from 9.00 to 17.00)

MAILING ADDRESS

Embark platform
PO Box 24065
1 Tanfield
​Edinburgh EH3 1EY

SERVICE & SUPPORT

e. enquiries@embarkinvestments.co.uk
t. 0345 6072013 (weekdays from 9.00 to 17.00)

MAILING ADDRESS

7th Floor,
100 Cannon St,
London
EC4N 6EU

Embark Investor Confidence Barometer

Our twice-annual survey of investor confidence, and the ONLY place advisers can compare and contrast the views of both advised and unadvised consumers on a range of issues. 3rd edition out now.

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