Adviser solutions
A modern, execution-only platform supporting advisers working with UK and internationally mobile clients
Invinitive provides advisers with a robust, FCA-regulated platform for administering UK pensions and investment wrappers for both domestic and internationally mobile clients.
We focus on operational efficiency, responsive support and governance-led processes, enabling advisers to concentrate on advice delivery and client relationships — while we manage the platform, custody and administration.
Who we work with
UK advisers
We support UK-authorised advisers working with clients who require:
- •Self-Invested Personal Pensions (SIPPs)
- •Stocks & Shares ISAs
- •General Investment Accounts
All wrappers are administered through a modern digital platform, with clear fee structures, execution-only dealing and robust operational controls.
👉 Information for UK advisersInternational advisers
We also work with advisers supporting internationally mobile clients who retain UK pension or investment assets.
This includes clients who are:
- •Non-UK resident
- •British expats
- •Globally mobile professionals
Our platform and processes are designed to support cross-border use cases, subject to jurisdictional eligibility, onboarding requirements and UK regulatory constraints.
👉 Information for international advisersPlatform capabilities
All activity on the Invinitive platform is conducted within a clearly defined regulatory, operational and governance framework.
Supported products
Core platform features
We do not provide model portfolios, discretionary management or investment advice. Advisers retain full control of suitability and investment decision-making.
Governance-led approach
Invinitive is built with governance and operational resilience at its core.
This structure is designed to support advisers' own regulatory obligations, including record-keeping, oversight and due diligence.
Adviser onboarding
Our adviser onboarding process is designed to be proportionate, efficient and transparent, with clear documentation and ongoing operational support.
Typical steps
1. Initial discussion
An introductory conversation to understand your firm's operating model, client profile and use cases.
2. Completion of onboarding documentation
Submission of required firm documentation, agreements and regulatory confirmations.
3. Platform access and resources
Access to the adviser portal, documentation library and operational guides.
4. Ongoing operational support
Dedicated support for your firm and your clients' day-to-day operational needs.
Operational support
We understand that advisers value responsiveness and clarity when it comes to platform support.
Our service model includes:
We aim to provide consistent, reliable support — particularly for complex or cross-border cases.
Resources & documentation
We provide advisers with access to a comprehensive set of materials to support due diligence and ongoing operations.
Due diligence pack
A structured pack covering:
- •Firm overview and regulatory status
- •Governance and operational framework
- •Platform structure and controls
Key documents library
- •Terms of business
- •Fee schedules
- •Regulatory disclosures
- •Policy documents
Process guides
Step-by-step operational guides covering:
- •Transfers in and out
- •Dealing and settlement
- •Ongoing administration
Why advisers work with Invinitive
Advisers typically choose Invinitive because we offer:
We aim to be a reliable long-term platform partner, not just a product provider.
Full Platform Brochure
Want to know more about working with us?
We have put together a detailed adviser brochure covering our products, fees, service standards, technology and team — everything you need to assess whether Invinitive is the right platform for your clients.
View the adviser brochureWork with us
If you would like to understand whether Invinitive is appropriate for your firm's operating model and client base, we are happy to have an initial, no-obligation discussion.
Invinitive Financial UK Ltd is authorised and regulated by the Financial Conduct Authority. Invinitive does not provide investment advice. Advisers remain responsible for suitability, advice and client outcomes.