Few things would force an adviser to switch platform provider, but one vital element stands out, as Robert Mason discovers...
‘I use about six platforms' Sarah-Jayne Ives, Charles Derby WM "Service is important. The element of service that would make me change provider is probably the speed of administration; how quickly it gets back to me and the accuracy of the information it provides. "Being an IFA, or a generalist adviser, there are a lot of aspects to consider when selecting platform partners. In general though, it always comes down to what is best for the client. At the moment, I'm using about six platforms. "I review the platform providers I use almost constantly. They are effectively under re...
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