Training & Consulting

Getting the most out of the platform

The platform can become a tool for streamlining your processes, managing and growing your clients’ assets  in as few clicks as possible, if you understand how best to use it.

Moving assets onto the platform couldn’t be simpler. The Platform Consulting team are on hand to ensure the movement of your clients’ assets onto the platform happens as seamlessly as possible. 

How can we help you?

We work with you to understand exactly what you need so we can make sure any training or consulting is delivered in a way - and at a time - that suits you best, whether that be in your office, over the web or simply by a conversation on the phone.

Our areas of expertise include:

  1. Understanding your needs - have we (and have you) asked enough questions to really understand who you are, what you need and what we can provide?
  2. Getting you set up with access to all the right tools.
  3. Getting your clients set up as quickly and efficiently as possible.
  4. Platform usage training - getting you started with the essentials and refreshing your knowledge when you need it.
  5. Dealing with change - are you taking on new starters or trying to achieve more with your existing team? Or have legislative or technological changes created new barriers? Why not visit The Exchange to keep up-to-date with our latest thinking.
     

Meet the Platform Consulting team

The Platform Consulting team is here to make things easier for you.

If you think you'd like some help please let your BDM know so that they can put you in touch with one of Ascentric's Consultants.

Tom Corneill, Ascentric Head of Platform Consulting

Originally from a savings & investments background, I joined Ascentric in 2010 as part of the Business Development area.

As a BDM for firms of all shapes and sizes around the country I had the pleasure of watching (and helping, I hope!) their businesses grow as they partnered with the platform. I developed a particular liking for working with those firms with the biggest challenges; whether that be problems integrating their various providers, finding a home for more niche investments or just getting to grips with a 'new' technology.

I must be a glutton for punishment because I eventually sought a role in the world of Training & Consulting and am now pleased to say I'm an accomplished problem-solver. Well, life would be boring without a challenge!

You can contact me by email: Tom.Corneill@ascentric.co.uk or by phone on: 01225 787 575. 

Simon Elliot, Ascentric Platform Consultant for South & South East

With over 20 years' experience in Financial Services, originally as a Financial Adviser before moving into Training & Business Consultancy,  I joined Ascentric in 2007 attracted by the enormous potential and vision of the company - I've not been disappointed.

During this time I've worked with both small firms and large organisations, providing consultative reviews and designing bespoke training solutions.  I thoroughly enjoy understanding the individual needs and requirements of a firm, in helping them explore the efficiencies offered through the platform and ultimately watching that business flourish.

Outside of work you'll most probably find me enjoying life in rural Norfolk or out on the golf course!

You can contact me by email: Simon.Elliott@ascentric.co.uk or by phone on: 01225 787 575.

Sarah Stephens, Platform Consultant for Northern UK and Scotland

I joined Financial Services in 1997 and have had a vast experience of Relationship Management.

I joined Ascentric in Spring 2008 and have been working with accounts, delivering extensive training programmes and consultative reviews, to ensure Adviser firms are maximising efficiencies by using the platform.

I love meeting new people and also seeing some familiar friendly faces. It's very satisfying to see the positive effect of the training and consultative meetings and how this supports our end-users and their business success. It's also refreshing to see how Ascentric has adapted with some major industry changes and it's exciting to see how we can help our end users with the services in which we offer now and in the future.

When I'm away from work you'll normally find me up the Cumbrian fells walking my black Labrador - Gunner - with my husband and my son in the Eden Valley.

You can contact me by email: Sarah.Stephens@ascentric.co.uk or by phone on: 01225 787 575.

Jill Brushwood, Platform Consultant for South West & Wales

With over 30 years' experience working with Financial Advisers (I started young!), I’ve seen working practices change beyond recognition. Something that remains a constant is the support all businesses need to be able to develop and grow. I’ve worked with teams of all shapes and sizes in a management, training and consultancy role but more importantly, I’m a good listener.  This helps me to ask the right questions and understand your business quickly.  I can then help with whatever’s needed to get your business working smoothly and making money. 

I joined Ascentric in 2013 to develop my skills in the platform arena and I haven’t looked back!  I look forward to working with you.

You can contact me by email: Jill.Brushwood@ascentric.co.uk or by phone on: 01225 787 575.

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.