Which Approach Would Suit Me Best?

See some of the key differences that you should consider when thinking about using a platform.

Platform

You could benefit from a platform if:

You have more than one financial product or 'tax wrapper'
You don't like receiving lots of paperwork and statements
You tend to have a longer-term plan and relationship with your adviser and expect to add further investments in the future
You want your adviser to provide advice on all of your investments
You would enjoy having the ability to view your investments online
You would feel more comfortable having all your money in one place.

Non-platform

You could benefit from holding individual products if:

You may only need a single product and don't expect to have more
You are unconcerned about receiving paperwork or having to log onto different provider websites with multiple passwords
You may only want to buy a product and not have an ongoing relationship with an adviser
You want to take advantage of a particular special offer or special feature that meets your particular needs
You like the idea of having different products with different providers
You are not comfortable having all your investments in the same place.

Guide to Investment Platforms Download

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