Hear from our customers

What’s it like, working with Ascentric? We asked a few of our firms to share their experiences.

A co-ordinated onboarding approach

Here’s Tom Poynton, an Executive Director at Baron & Grant Investment Management Limited, on what his firm were looking for in a platform, and how they found the onboarding process. 

Taking time to understand your business

Matthew Denne, an adviser from ad+ financial, shares what it was like working with his Business Development Manager (BDM), as they built up an understanding of his business and supported the firm during challenging times.

Building a collaborative, long-term relationship

Richmond Wealth has been using the platform for a long time. Hear from Senior Partner Chris Bryans about what makes the difference to their firm.

Want to know more? 

Find out what you can expect as you get started on the platform or get in touch. ​​​​​​​

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