Mon - Fri 09:00-18:00 020 3540 6355

Investment Platforms – The Controlled Way To Invest

An investment platform is rather like having a single account where you place all your savings, regardless of what those savings are for. It also creates a more modern way of paying for your adviser.

Investment Platforms - The Controlled Way To Invest

The first thing you will do is agree with your adviser exactly what services you require and how much you will pay for these services – you are now paying for the advice you receive rather than paying for products. Your adviser will offer advice and recommend funds from a range of fund managers that you can hold on your platform. These funds will charge separately and you will be able to see exactly how much you’re paying for investment management services.

The key advantage of using a platform is the control it gives you. You can see all your investments in one place and, with your adviser’s help, buy and sell funds as you see fit. What’s more, everything happens in real time. And you still benefit from all the relevant tax advantages that you always received by holding individual pension, ISA, and investment products.

Guide to Investment Platforms Download

98% of protection insurance claims presented in 2017 were paid out upon claiming2. BOOK YOUR REVIEW UK insures pay out £9.9m every day for protection policies. BOOK YOUR REVIEW £89.35 statutory sick pay is only £89.35 per week for a period of up to 28 weeks. BOOK YOUR REVIEW £68,000 the average value of critical illness claims paid in 2016 was £68,000. BOOK YOUR REVIEW 40% Inheritance Tax (IHT) is applied on assets worth over £325,000 BOOK YOUR REVIEW 8.9 of every 1,000 opposite-sex marriages end in divorce BOOK YOUR REVIEW £33,904 is the annual cost of residential care in the UK, this can rise for more complex needs BOOK YOUR REVIEW £63,224 is the average cost of raising a child between 1 and 4 (discounting private education) BOOK YOUR REVIEW £40,000 Those who receive financial advice accrue an average of £40,000 more than their counterparts BOOK YOUR REVIEW £231,843 According to research, raising a child costs an average of £231,843 BOOK YOUR REVIEW £6,000 2017 studies show that retirement income is more than £6,000 per year higher for those who plan ahead with an adviser BOOK YOUR REVIEW 137m working days were lost due to sickness or injury in the UK during 2016 BOOK YOUR REVIEW 50% of UK citizens born after 1960 will be diagnosed with a form of cancer at some point in their lifetime according to Cancer Research UK BOOK YOUR REVIEW