Platform One is an online wealth management wrap service that enables independent financial advisers to offer their most valued clients a premium service to consolidate their investments and manage them efficiently. This allows the client to see their investments in one place and have access to discounts and cost savings when purchasing funds, shares and other securities. Platform One also enables clients to obtain valuations, portfolio downloads, information on their investments and tax return information at the press of a button.

For the Independent Financial Adviser (IFA), Platform One provides an effective means of managing client portfolios and monitoring their performance. This enables the adviser to concentrate on what’s important:- providing financial planning which is pertinent to their clients’ needs and maximising the performance of their investments.

The Platform One service provides both a UK and an International platform to meet the requirements of UK domiciled clients and overseas based UK nationals.

Download the Platform One form here

Please refer to the Application and Downloads section to ascertain which other forms you require to establish the scheme.

If you are at all unsure which forms are relevant to you, please contact Section615(6) Limited for independent advice on 01483-212591.