Independent wrap platform Ascentric has been chosen by Skerritt Consultants to help grow its wealth management business.
The Brighton and Hove-based financial planning firm has over 25,000 clients nationally and in excess of £200m in assets under influence. The firm recently acquired Watkins Oram and Huntington Investments Ltd and is now working closely to build a robust process for migrating assets without compromising its ongoing client servicing. “The people at Ascentric are dynamic and supportive, which, when backed by their market-leading technology, means that we can take our client services to the next level,” says Skerritt Consultants managing director, Richard Skerritt. “Their technology ...
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