Our Service

We’ve built our service around what you’ve told us is important to you and your clients. 

Our culture

Our watchwords are collaboration and ownership. It’s how we work with you.

Our highly trained teams of experts and customer service professionals are dedicated to working with your business and we’re proud of the service we provide.

Our service

When you join, our Platform Adoption Team will get you started. They’re here to make sure you’re comfortable with using the platform. Once you’re up and running, you’ll be put in touch with your team of customer service professionals. They’ll take ownership of cases you send us, and will help with any queries you have.

We listen and use your feedback to improve

“Dialogue at our adviser boards, user panels, and numerous onsite visits shaped the focus for our service improvements and new team structure. We plan to continue to work alongside advisers, para-planners and admin teams to understand practical service challenges first hand.

This approach means we’ve tested, learned and gradually improved over time. However, we must maintain a high level of two-way communication, and a sharing ethos, to continue to develop and improve, as we move into the next phase of the operating model improvements.”

– Heather Curtis, Head of Customer Operations, Ascentric

Read Heather's article

Always improving operational efficiency

We know that in these challenging times, with margins under pressure, efficiency and ease of doing business become even more important. We’re continuously looking for ways to keep improving our service.

We’ve recently made great progress towards removing paper from our processes and we’ve introduced digital signatures. This has enabled us to minimise disruption to you and your clients during these exceptional times.

Find out more

Business Development

We're here to help, whether you’re looking to take the first step on your journey with Ascentric or interested to find out more about what we do.

Meet our Business Development Team

Customer Service

We know service matters to you, our aim is to be the best. Ascentric’s platform service is built around what matters to advisers and their clients. 

Meet our Customer Services Team

Platform Adoption

The platform can be a tool for streamlining your processes, managing and growing your clients’ assets in as few clicks as possible. Our team are here to help you get the best from the platform.

Meet the Platform Adoption Team

Platform Training Centre

To help you get familiar with your platform we've put together short videos and guides to highlight key areas and functionality of the platform.

Visit the Training Centre

Find out more

Working with us

If you'd like to find out more about working with Ascentric, get in touch.

Contact us

News and Views

We always champion great financial advice. Read more about the topics that we've found interesting lately.

News and views

Contact 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

adoption@ascentric.co.uk

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.