Cookie Settings

Welcome to Advance by Embark Platform

Visit your document library to find useful information and user guides.

Document Library

Advance by Embark Platform

The Advance by Embark Platform offers access to a Cash ISA, Stocks and Shares ISA, Investment Account, Retirement Account, Cash Account and both Junior ISA and Junior Retirement Accounts. Our flexible family linking facility also enables you to make a potential saving if all your family members have the same adviser at the same firm.

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

Your Advance Portfolio

If you have an Advance portfolio, please speak to your financial adviser or you can call us on 0345 607 2013.

You can also log-in here:

If you don’t have a financial adviser

If you don’t have an adviser, you can find one in your area by visiting and reading reviews of financial advisers by visiting Sterling ISA Managers Limited trading as Advance by Embark is not responsible for the content of external websites. Bear in mind, you might be charged for any financial advice you receive.

To view some frequently asked questions regarding our services during the Covid-19 pandemic please click here.

Sterling Accounts

These accounts have now moved to Embark Platform, and information on these accounts can be accessed on the Embark Platform website.

Helpful tools and information

Access to fund factsheets has moved to the Embark Platform website.

Click here to see these.


Any questions?

If  you have any questions please ask your financial adviser. Alternatively, contact us.

Avoid pensions scams. Don’t let a scammer enjoy your retirement. Be ScamSmart and visit our ‘Being Aware to Pensions Scams or go to to find out more. If you suspect a scam, report it to Action Fraud, see below.


Please help us ensure your safety by remaining vigilant. We want to keep you safe. Fraudsters are taking advantage of the worry and uncertainty being caused by coronavirus. It could be easy to let your guard slip, but keeping your money safe and secure really is more important than ever. Be wary of unsolicited third parties and do not be rushed into making decisions without taking appropriate advice.

If you have been a victim of fraud please contact the Police or Action Fraud.

About Embark Group

Embark Group is a fast growing, diversified, financial services business. You can find out more information at the Embark Group website.


Assets under admin


Individual clients


Individual accounts


Locations nationwide

*All figures as at June 2022.