WAY Products & Services

The WAY Group offers a unique range of financial strategies and an innovative support service specifically designed for IFAs

Incorporated in 1996, WAY is dedicated to providing a superior range of services to independent intermediaries, helping IFAs to provide superior service to their clients. This is evidenced directly through our innovative tax-efficient product solutions – particularly in relation to inheritance tax mitigation and income portfolio management – and the retail of top class fund of funds, managed by leading investment managers. WAY believes strongly in good 'old fashioned' personal service and this ethos has been of paramount importance in building the other principal function in WAY, the provision of ACD or 'third party' administration to intermediaries seeking to market and distribute their own funds. As business models change and new technologies are introduced, WAY are committed to keeping pace with that change and further plans are in development to maintain WAY's position as a supporter and important specialist provider to the IFA community.