An investment platform keeps your
assets safe
Also known as a custodian, pension provider or wrap account provider, an investment platform holds your cash and assets safely.
If you have a pension or ISA, then you are already using an investment platform.
All our clients use an independent investment platform such as AJ Bell or Novia Financial plc. These investment platforms work with us and hundreds of other advisers, so it's easy for you to replace us with another adviser at any time; we never charge exit fees.
Accessible
You have a direct relationship and online access to your investment platform. You can easily view your valuation, transactions and charges at any time.
Safe
Your investment platform is authorised and regulated by the Financial Conduct Authority and will hold all your money as client money in accordance with the rules of the Financial Conduct Authority.
Trusted
AJ Bell is responsible for more than £50 billion in client assets. Novia Financial plc has approximately £7 billion worth of assets under administration.