Technology
UK Financial Advisory Chooses Ascentric Platform
East Anglia and London-based financial planners Price Bailey Private Client has chosen the wrap service firm Ascentric as its platform for its products.
Price Bailey Private Client is the financial planning arm of Price Bailey, a firm of business advisors and accountants. The wealth advisory division currently manages £130 million under advice through its lifestyle planning and investment business model and also provides full tax, planning and audit services.
Critical to the selection of Ascentric was the platform’s unbiased and unrestricted choice of tax wrappers supported by its broad range of investments, including ETFs, Structured Products and Fixed Term deposits, which, the firm said