Personal Touch Financial Services has named the platforms, providers and panels that it has selected for use in its consumer-led wealth management strategy.
It said the selection was made on the basis of several different factors including financial strength, based on AKG ratings and demographic fit. All chosen firms meet strict treating customers fairly criteria which included cost transparency, technology efficiencies and the ability to provide ongoing training and support for members together with value to their clients, it added. Here are the companies on the list: Platforms: Aviva, AXA Elevate, FundsNetwork, Skandia Discretionary Fund Managers: Brewin Dolphin, Brooks Macdonald, Close Brothers, Quilter Cheviot Annuities: Aviv...
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