Platform One is a UK and international wrap service aimed at high net worth clients and the Independent Financial Advisers (IFAs) or Family Offices that advise them. The service is authorised by the FSA and able to offer its services throughout the European Economic Area (EEA.)
Platform One provides a whole of market, wealth management platform, providing access to specialist products and services that are suitable for high net worth clients. “These typically include IHT planning and specialist trusts, flexible pension provision and open annuities, offshore pensions, EIS and unquoted investments, and bespoke discretionary management,” said managing director Michael Fordham. He added: “The research we conducted in advance of the launch identified a significant gap in the market for a high net wealth wrap platform providing many of these specialist products an...
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