Best Practice creates D2C service for members

Advisers and their clients will have access to a portal the network created in-house, which will automatically pull all client information into one place and offer simple portfolio and tax valuations. Under the brand wealthplatform.co.uk, it will be offered to the network's 87 appointed representatives and the group's 32 directly authorised firms free of charge from April. The portal will initially serve as an information-only source for clients and advisers. But Best Practice said it will feature self-serve options, allowing clients to carry out tasks such as adding money to their...