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. 

Strength in numbers

billion assets under administration

£ 0 b

assets under administration

(Royal London 2019 Financial Report)

2.3% market share

0 %

market share

(Q2 2019, Fundscape Platform report)

3900+ advisers using the platform

0 +

firms using the platform

(Q3 2019, 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.

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For your clients

We create the best customer experience for your clients, so they’re satisfied that their money is in safe hands. This ranges from the simplest charges, to a branded platform tailored to your needs.

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Our partners

DFMs

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

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Trading Partners

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

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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.
 

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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.