In his latest exclusive column for Professional Adviser, Mark Polson assesses execution-only platform Strawberry Invest, and spies a lesson for advisers mulling the space...
Regular readers of this column will know that I heartily approve of advisers doing it for themselves and building the kit they want. Such a one is Strawberry Invest, a new(ish) direct platform set up by an enterprising chap called James Priday of Prydis Wealth Management, based in Exeter. I had a nice chat to James in which I wondered whether his launch of Strawberry Invest was a way to deal with the ‘long tail' of uneconomic clients many advisers report post-RDR. He saw that as one application but was much more interested in whether he could attract a new generation of (mainly) yo...
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