We help consumers stuck on poorly performing platforms with expensive pension and investment arrangements usually resulting from a previous consolidation exercise.

To move to better performing platforms whilst also saving on charges.

So that more time can be spent focused on helping them to build wealth and manage taxes in a more efficient manner.

We are launching Platform SOS as an online service aimed at consumers with platform arrangements valued at £300,000 or above. 

We will keep this threshold level under review and may seek to reduce it later as we move out of launch phase and the service develops.   

We will not make an initial fee charge because we understand you have probably already paid an initial fee to your previous adviser and would not want to incur that cost again.  

The online service requires you to:

  • Complete an online factfind 
  • Use our Personal Finance Portal for secure online correspondence, file sharing and messaging
  • Use DocuSign where (digital) signatures are required.

 

 

 

Contact us for a Second Opinion (SOS)




This can be estimated and rounded figure, it does not need to be exact (cannot be less than £300k)

For Couples:
Please enter the combined portfolio value across all accounts, but remember that platforms issue costs and charges individually.
For Couples:
Please enter all account types held by each of you.