What is a wealth platform?
Our platform is a secure online location where you can hold and view all your investments in one place.
Ten reasons to use Millenium Investment
Flexibility with security. We explore the key reasons for choosing our platform.
Managed Portfolio Service
Linking your individual clients to Model Portfolios makes managing a large number of different client portfolios more efficient and cost effective.
Is it right for my clients?
Find out why platforms are the number one choice for UK investors and are becoming increasingly popular for international investors.
How are client investments protected?
Millenium Investment is based on the Isle of Man - a well-established global financial centre with an outstanding reputation for investor protection.
Taking the next step
Our platform is available to investors only through a Financial Adviser.
Frequently asked questions
We’ve collected and answered the most commonly asked questions about using the Millenium Investment Platform.
Fixed term deposits and notice accounts
We offer a range of fixed term deposit and notice accounts with Lloyds Bank International through our Platform.
Online applications
Onboard clients in as little as 30 minutes, 24/7 from anywhere in the world with our new online application system.
Who is Millenium Investment?
Launched in 2013, the Millenium Investment platform has gone from strength to strength.
Part of IFGL
Millenium Investment is part of IFGL, a group that looks after assets of USD23 billion for 216,000 customers.
Meet the senior team
Find out more about our senior management team.
Why are we based on the Isle of Man?
Learn more about the benefits our Isle of Man location gives to our customers.
Latest news
Catch up on all the news from Millenium Investment.
Latest blogs
Our latest blogs offer great information to both DIY investors and financial advisers.
Awards
At Millenium Investment, we are proud of our work and pleased when our hard work is recognised.
Our ESG Goals
We’re committed to progressing our Environmental, Social and Governance (ESG) goals.
Connect with us
Follow us on LinkedIn
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Future investment calculator
See how much your lump sum or regular savings investments might be worth in the future.
Effect of inflation
Work out what effect inflation might have on the future value of your savings.
Education fee calculator
This calculator helps you to estimate the future cost of school/university fees.
Retirement calculator
Estimate the income required each month to maintain your current lifestyle in retirement.
Wealth management glossary
Confused about financial jargon? Use our wealth management glossary to get a plain explanation of industry terms.
Platform tutorials
We have created a series of tutorial videos that explain what’s changing on the Millenium Investment Platform.
Enhancements to the Millenium Investment Platform
We have made some improvements to our Platform that makes it easier for advisers and their customers to view how their portfolio is performing.
Online Applications System - Guide
Find out how to use our new online application system, and onboard new clients in as little as 30 minutes.
Online Applications System - Overview
Top 5 reasons to use our platform
Model portfolios
Our platform allows you to set up, monitor, change and trade your own Model Portfolio across your client base.
Find out why platforms are the number one choice for UK investors and how it might help you.
Millenium Investment SIPP
We’ve teamed up with a leading pension administration business to create a fully online Self-Invested Personal Pension (SIPP) to be used with our platform.
Our platform is available to investors only through an IFA.
Frequently Asked Questions
Millenium Investment is part of IFGL, a group that looks after assets of $11 billion for over 75,000 customers.
Why we're based on the Isle of Man?
Watch our new corporate video and find out more about how we can help you and your clients.
New Platform tutorials
All of out latest literature downloads.
All of our contact information can be found here.