Benefits of using a Platform
A Platform brings together your investments and pensions, allowing you to view them in one place.
Different types of investment, such as ISAs, Unit Trusts, Pensions and Bonds are often held in different places, with different institutions or organisations.
Getting a clear, concise view of all your investments can therefore be extremely difficult. A Platform gives you secure, online access to your investment funds, with a transparent, easy-to-understand charging structure.
So rather than holding all of your ISAs, pensions and other investments in different places, you can view everything at a single glance. This cuts down on paperwork, giving you a clearer picture of how your portfolio is performing. More importantly, it allows you and your financial adviser to make informed decisions about your investments, putting your future plans, financial position and attitude to risk first.
