Important Information

The information within this website is intended for professional advisers only and is not directed at private individuals. No information on any part of the website should be construed as investment advice, tax advice or as confirmation that a product or service is suitable for a specific investor. Members of WAY Group are no longer regulated under the Financial Services legislation and therefore do not, and will not offer investment advice.

A new website for private individuals is under construction and will be available soon. If you are a private individual please do not enter this site but do consult your personal financial adviser about our services and information.

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Document Library

Welcome to the Document Library

This library contains documents and resources to help you understand our company and our estate planning solutions.

We want to be sure you have all the information you need to help you with planning to mitigate any inheritance tax liability and to back up client recommendations, so we've made it as easy as possible to locate what you are looking for. However, if you can’t find something please let us know and we'll be happy to help. 

The WAY Funds are now in the care of Brompton Asset Management (and have been for many years) and please follow the link to their website for fund factsheets, KIIDs documents and Investment Reviews: www.bromptonam.com