First revealed in February this year as the platform looks to build scale
A platform offers the opportunity to invest in multiple tax wrappers
Discretionary wealth firm Mountstone Partners has joined the platform
Important differences from previous regime
PA talks to industry experts on the future of adviser-owned platforms
The value of SSASs after general levy consultation outcome
The adviser platform expects clients to save £5m with this move in 2024
Platform wants independent long-term savings commission
Greater collaboration needed to effect positive change
Second annual cut with £10m in savings expected by 2024