Working with you
Supporting your business, investment philosophy and your client relationships
Your platform your way
Your advice
Access the widest range of investments and tax wrappers, as well as in-house stockbroking and technical and business consultancy from Ascentric experts.
Your clients
We believe the best advice comes without compromise which is why we want to support you to deliver your investment philosophy. While helping support your client relationships.
Bespoke DFM
Our wide range of investments and in-house stockbroking leave you to manage client assets in the most appropriate way for them. Either as individual assets, models or bespoke DFM.
Service and technology - a winning combination
Your platform
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.
Flexibility
Over 3,800 fund; 45 third party tax wrappers and live intra-day access to over 600 exchange traded instruments.
Tax wrappers
We have our own in-house tax wrappers including General Investment Account, SIPP, ISA, and Junior ISA. Plus third party wrappers.
Tools & services
Whether you want to analyse your clients’ portfolios on the platform, or you have a preferred solution to utilise your client data in another way. We have a range of solutions available to help you manage your investments, your way.
Your knowledge
What's new?
Events, research and the latest thinking from us and the wider industry.
News & views
Whether it be regulatory change, technical updates or best practice for running your business.
Events
Our chance to share with you great speakers and interesting content plus your opportunity to meet us and share your feedback.