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Embark Paraplanner Survey Report

We reveal the four key themes from our survey of 332 paraplanners.

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The insider guide to drawdown

5 unfiltered adviser interviews on delivering client outcomes.

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Lloyds completes acquisition of Embark Group

This marks the start of a new chapter for Embark, as we continue to accelerate our position, with further investment and support from Lloyds.

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Market leading technology

A leading-edge-technology platform for corporates and financial advisers designed to help you to unlock new profitable client segments via easy to use and reliable technology.

View our Platform User Guide

Embark Horizon Multi-Asset Fund Range

Take a closer look at our five purpose-built risk profiled Horizon funds available through the Embark Platform

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Latest insights and fund recommendations

Visit the website of our impartial fund research specialists

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The Embark Platform

The Embark Platform offers access to a Personal Pension, Junior Pension, Stocks and Shares ISA, Junior Stocks and Shares ISA, General Investment Account (GIA) and a Third-Party Investment Account (TPIA).

Based on market leading FNZ technology the platform has high levels of automation with no wet signatures required.*

Around 5,000 mutual funds are available from more than 100 fund managers as well as a wide range of listed stocks, shares, ETFs and Investment Trusts via a fully integrated dealing solution.

*Unless required by a third party.

Solutions for large advice firms

As a large advice firm you will find the Embark Platform offers a wide choice of investments and tax wrappers, managed on proven technology with transparent and competitive pricing. Our platform could help you to deliver the services your clients are looking for.

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Full product suite

A wide range of accounts with access to a broad selection of funds, exchange-traded instruments and discretionary portfolios.

Products and services
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Ability to self-serve

The literature library is designed to help you self-serve, with links to important documents, forms and sales materials for the platform.

Literature library
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Due diligence support

Our due diligence pack will help you to evaluate whether our platform is right for your clients and meets your business needs.

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Solutions for Institutions / Corporates

Whether you’re looking for an out-of-the-box white labelled platform solution or seamless integration with an existing front-end, the Embark Platform can be tailored to provide you with a bespoke solution.

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Leading edge technology

Partnering with FNZ we have leading-edge technology allowing us to provide great user experiences and seamless integration

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Brand / white labelling

Provide fully branded UI/UX, literature and platform artefacts

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Rich features

Full range of wrappers and investment solutions, including prefunding

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Value-based pricing to your underlying consumers with medium to long-term protection for your margins

About Embark Group

Embark Group is a fast growing, diversified, financial services business. You can find out more information at the Embark Group website or download our Group Due Diligence guide.


Assets under admin


Individual clients


Individual accounts


Locations nationwide

*All figures as at June 2022.

I find Embark works really well for both myself and my clients as it offers a huge number of funds at a low cost. Embark requires little or no paperwork to be completed by the client which can create a significant time saving for client and adviser alike.

  • Duncan Smitton, Director, Smitton Wealth Solutions Limited.

The Embark Platform suits our needs and the requirements of our clients’ varying needs very well. The multiple automated processes have proven to be very efficient, helping streamline our workflows, as well as improving the speed of getting things done for our clients. The wide range of accounts and funds available offers lots of flexibility.

  • Justin Garratt, Regional Business Manager, Vision Independent Financial Planning Ltd

I have found that the Embark Platform has streamlined my business and made us more efficient altogether. They have a very neat system that allows straight-through processing for our clients, for new and existing business. In addition, the lack of paperwork and industry leading technology saves us time and therefore money. When we carry out our due diligence on platforms, it is always great to see that Embark offers considerable financial strength compared to other newer platforms on the market. I find them to be innovative and they listen to what advisers want and need.”

  • Mr Taylor Beavis, Financial Adviser/Director, Universe Financial Advice