Our Philosophy

“From the very beginning we’ve been here to help Advisers build their business the way they want to.

No matter what your business objectives, your investment strategy or your client base we aim to give you the flexibility to build a client-centric proposition focused on holistic financial planning whilst being able to meet the demands of the regulator.”

Jon Taylor
Managing Director

Strength in numbers

billion assets under administration

£ 0 b

assets under administration

(as at 03/2017, Ascentric reporting)

2.5% market share

0 %

market share

(As at 08/2016, Fundscape Platform report)

4000 advisers using the platform

0 +

advisers using the platform

(as at 02/2017, Ascentric reporting)

Our Approach

For you

As an enabler for your business, we equip you with the tools to thrive, from access to the widest range of investments and tax wrappers, to technical and business consultancy from our in-house experts.

Discover your platform

Customers say

Everything we have learned in working with the people at Ascentric has reinforced the fact that we have made absolutely the right decision.

Nick Bamford – Informed Choice
Read the case study

For your clients

We create the best customer experience for your clients so they’re satisfied that their money is in safe hands, from the simplest charges to a tailored platform which puts your brand in front position.

Discover your platform

Our partners

DFMs

We provide comprehensive model portfolio capabilities: both in model portfolios and bespoke - no one has more experience in the platform market.

Find out more

Trading Partners

We've got the flexibility to work with whoever we want, to get the best price for your clients.
 

Find out more

Product Partners

No two clients are the same, so you need access to the right products. We work with a range of partners to give you choice.
 

Find out more
Call our sales team

The Ascentric Wrap platform is available for Financial Advisers to support their business. Find out how we could help add more value for your clients

01225 787 575

We're here to help

If you're already using our platform and have a question, please visit our Contact Us page for the best ways to get in touch.