Wrap/platforms

Rose stepped down from NatWest in 2023

'Every transfer should be compliant, transparent, and in the client's best interest'

Improved retention across the adviser channel

Enabling firms to extend advice and investment services to a broader range of clients

Headed towards a ‘record-breaking year’

One client was unable to complete £400,000 pension transfer for over two months

'It's a fundamental upgrade to the client area of the platform'

AUM and customer numbers both up 19% in the year

‘The opportunity is clear’

Move to alleviate the administrative burden for advisers using its platform