Michael Fordham
Managing Director
 

Welcome to Platform One.

We offer not just a UK platform service. To meet the growing needs of the international market-place, advisers and their clients from around the world can now access the benefits of a UK regulated wrap platform with exceptional service standards.

Transparent fee-based solutions are available that are RDR compliant. And for overseas advisers where RDR does not apply, Platform One provides a traditional commission-based alternative.

Created by a group of experienced and influential industry figures, Platform One provides a unique facility that supports all aspects of specialist wealth management with leading-edge technology working in parallel with premium service delivery standards.

Platform One understands the value of professional relationships and offers our business partners a bespoke service based on their individual requirements. A unique range of products and services have been designed to satisfy the needs of even the most sophisticated client.

 
LINKS
UK Advisers
Overseas Advisers
Latest News
Pillar III disclosure
The Financial Conduct Authority

Registered Name & Office
Platform One Limited
Cedar House
3, Cedar Park
Cobham Road
Wimborne
Dorset
BH21 7SB
Registration Number: 06993268
FCA Number: 542059

+44 (0)345 366 5445

 
             
  REGULATION AND SECURITY  

In choosing a wrap platform we believe advisers and clients will want to satisfy themselves that the operation is run in a proper way that protects their interests

Platform One is fully authorised and regulated to provide its UK and International wrap services. Furthermore, we place the utmost importance in ensuring the security of investors’ assets, through strategic alliances with highly-rated independent custodians.

  • Authorised and regulated by the UK’s Financial Conduct Authority
  • Passported throughout the member states of the European Union

You can check our regulatory status with the FCA

Platform One provides an investment platform to financial advisers that enables them to administer their clients’ investments. It does not offer a service direct to clients and does not provide financial advice or promote any investments. Clients may only use Platform One via a financial adviser and they should seek all tax and investment advice from their financial adviser. It is the responsibility of the financial adviser to select investments which are suitable and appropriate for their clients.

   
   
 
SEE OUR DEMO
Take a look at what advisers can expect with our on-line portal
 
NEWS
Clive Boothman appointed Chairman
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Julie Rowe appointed Business Development Manager for UK and Ireland
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Rita Solanki Appointed Head of International Business Development
 
SUPPORTING PARTNERS