GoForEarn is one of the UK's largest independent investment platforms. GoForEarn provides consulting professionals with a comprehensive financial planning infrastructure to invest client assets in a tax-efficient manner.

Established in the UK in 1999, GoForEarn launched the UK's first integrated portfolio service in 2000, drawing on our in-depth knowledge of the UK retail financial services market, supported by proven technology and systems already developed and pioneered in Australia.

Our head office is located in the City of London. We have regional sales teams across the UK and software development teams in London (UK) and Melbourne (Australia).

GoForEarn primarily provides financial advisors and their clients with:

How We Work

Our platform enables advisors to simplify the management of clients' complex investment needs. By consolidating all investing, trading and tax-efficient investment into one place, our solutions make managing client portfolios more cost-effective and efficient.

GoForEarn has a team of more than 170 well-trained service personnel to provide consultants and their clients with high-quality, caring and personalized service. Our service teams are assigned to consultants within specific geographic areas and handle all asset and investment type inquiries.

When we operate using our own proprietary platform technology, we control the customer experience. This enables us to react quickly to client needs and regulatory changes. Without relying on external technology or suppliers, we can set our own priorities and control the costs involved.

GoForEarn offers a wide range of investment options with access to over 8,000 funds and assets listed on major stock markets. We offer a wide range of investment packages including ISAs, pensions and insurance bonds (onshore and offshore) with access to a range of third party providers such as third party SIPP (Self Invested Personal Pension) providers and discretionary investment manager.

Our platform provides bespoke technology and comprehensive functionality to efficiently manage client portfolios. Our platform provides access to reporting and analysis tools, portfolio management, lifecycle cash flow modeling and more.

We have a proven business model backed by a strong balance sheet. As a group, we managed £52 billion of funds on behalf of over 7,600 advisors and over 226,000 investor clients as at 31 December 2022.