Steve Owen: Advisers' top 5 platform considerations

'Commitment to the market'

clock • 3 min read

Steve Owen argues the delivery of exceptional customer experience to clients is increasing in importance as he shares the most frequent questions he hears from advisers selecting a new platform

One of the most rewarding parts of my job is the conversations I have with advisers to understand their business model and what they want from a platform. It is incredibly encouraging to see the importance they continue to place on delivering exceptional client outcomes and how this focus underpins their decision making. This dedication to serving long-term client needs and building relationships puts the financial advice industry in a strong position. To support this through innovation, exceptional service and continuous investment in our proposition, it is critical we closely evaluate...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Wrap/platforms

Clive Waller on platforms sector change and a new sponsor for the Vanguard UK Platform Awards

Clive Waller on platforms sector change and a new sponsor for the Vanguard UK Platform Awards

The Vanguard UK Platform Awards in association with The Platforms Association

Clive Waller
clock 04 March 2026 • 2 min read
Vanguard to sponsor UK Platform Awards

Vanguard to sponsor UK Platform Awards

Professional Adviser continues as media partner

Professional Adviser
clock 04 March 2026 • 1 min read
Perspectives on platforms and progress – past, present and future

Perspectives on platforms and progress – past, present and future

'Platform providers need as much input as they can get if they want to stay ahead of the curve'

Steve Andrews
clock 19 February 2026 • 4 min read