This website is for professional advisers only. The contents and information in this website is not for use by retail clients.
Your use of this website is subject to the terms of use set out in the website. By continuing to use our website we will assume that you are happy to receive non-privacy intrusive cookies. Please be aware that if you disable cookies some functionality on the site will not work. Read our cookies policy to find out more about our cookie use and how to disable cookies.
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.
Tax year end 2021/22: For deadlines and resources, please visit our ‘Supporting client conversations’ section below.
• All you need to know about Embark Group
• Due diligence guides by proposition
• Financial strength (AKG)
• Our tools including Pension Freedom Planner
• Independent fund research (The Adviser Centre)
• Technical Corner
• New: Tax year end 2021/22
• Case studies
• Suitability paragraphs
• Embark Investor Confidence Barometer
• Latest articles
• Webinars and Podcasts (EmbarkPod)
Sign up to our monthly newsletter, Embark Adviser, for first-rate analysis and opinion on all matters affecting financial advisers. You can unsubscribe at any time, and we promise never to pass your details to a third party.
Connect with us on social media by clicking on the icons below. We are on LinkedIn and Twitter.
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.
Any other questions? Our support team is on hand to answer your queries via phone or email.
e. portfolioteam@embarkadvance.co.uk
t. 0345 607 2013 (weekdays from 08.30am-5.30pm, 09.30-12.30pm on Saturdays)
Advance Portfolio Team,
PO Box 1200,
The Grange,
Cheltenham,
GL50 9UP.
e. customerservices@embarkpensions.co.uk
t. 01204 803 500 (weekdays from 9.00am to 5.00pm)
Dunscar House
Deakins Business Park
Egerton
Bolton
BL7 9RP
e. service@embarkplatform.co.uk
t. 0330 024 2345 (weekdays from 9.00am to 5.00pm)
Embark platform
PO Box 24065
1 Tanfield
Edinburgh EH3 1EY
e. enquiries@embarkhorizon.co.uk
t. 0345 6072013 (weekdays from 9.00am to 5.00pm)
7th Floor,
100 Cannon St,
London
EC4N 6EU
Login