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Trading Platforms

We have relationships with several trading and investment platforms. We have access to various types so we can fit your exact needs...i.e Brokerage, Trading platform or Life assurance. 

The big difference though is that unlike a lot of other firms, we don't charge fees on these accounts which means the costs are much reduced for you! 

Typical adviser fees can add as much as 1.5% per year to some accounts and they can also have multi year large surrender fees. We try and keep surrender fees to an absolute minimum or zero if we can (varies by provider). 

All the platforms we use are modern and have full online capabilities such as valuations, dealing and withdrawals without the need for paperwork. 

We use international platforms so we can buy the full range of asset classes needed. 

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