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Platform One Limited

Platform One Limited


Platform One Limited's financial review

Employees

8


Platform One Limited information

Platform One offers not just a UK platform service. To meet the growing international needs of advisers and their private investor clients, we provide the benefits of a UK regulated wrap platform with exceptional service standards. Here are just a few highlights:- simplified administration - manage multiple portfolios for a single client- personalised valuation reports- fund comparison tool- onlin...
Platform One offers not just a UK platform service. To meet the growing international needs of advisers and their private investor clients, we provide the benefits of a UK regulated wrap platform with exceptional service standards. Here are just a few highlights:- simplified administration - manage multiple portfolios for a single client- personalised valuation reports- fund comparison tool- online illustrations- high level of personal service, for example on transfers-inIt is about adding real value to financial advisers. Transparent fee-based solutions are available that are RDR compliant. And for overseas advisers where RDR does not apply, Platform One provides a traditional commission-based alternative to support their business models.Our UK service provides a financially secure and financially rewarding environment for UK advisers, family offices, trustees, discretionary fund managers and their top tier clients.Our unique overseas wrap platform has been developed to suit the differing requirements and ambition of advisers and their clients from Europe and Africa to the Middle and Far East. We are the first platform that has responded with a fully UK regulated service in this growing market.Leading edge technology is underpinned with a refreshingly personal service. Access traditional, sophisticated and specialist financial products to meet the needs of your clients. We offer a wide choice of over 6,000 collective funds, all with discounted platform terms, as well as OIEC's, unit trusts, ETF's, investment trusts and structured products as well as bonds, Gilts, equities and cash.We are confident that we can add value to your financial advisory business and to the value of your relationships with your clients.It is simple to register as a professional adviser.Go to our website - www.platform1online.com/contactus for full details of getting in touch, wherever you are in the world.

Platform One Limited industries

Overseas
Uk wrap platform
Sipp
Gias

Platform One Limited's financial review

Employees

8

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