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Professional Adviser Features the Financial Planning Partners

Our very own Patrick Waller was featured in Professional Adviser recently. The publication asked for his views on platforms – and you can read the piece in its entirety here.

Key Points

For many advisers platforms are a staple feature, allowing clients to observe their investments in one place. However, based on the cost of platforms Patrick doesn’t believe them to be the best use of client money.

The piece goes on to give an example with associated costs and question the acute benefit for the client.

Watch This Space

Watch out on Professional Adviser for more features by the company.

Follow us on LinkedIn and connect with Patrick on the platform.

Professional Adviser Feature - Patrick Waller prescottrhinehe56.blogspot.com .

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