EVENTS

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PLATFORM ONE AT THE NATIONAL FINANCIAL PLANNING SYMPOSIUM

Platform One attended the National Financial Planning Symposiums in November at Cardiff, Edinburgh, London and Birmingham.

Judging by the fantastic interest and the request for further information we look forward to building new relationships in the coming months.

Here are a few of the most asked questions:

Who are PLATFORM ONE?

We are a premium Wrap Platform for advisers who have HNW clients and/or clients with offshore assets. We offer all the standard tax wrappers and also provide specialist UK products, trusts, investments and services, as well as being able to offer a true multi-currency international platform service with custody of client assets outside the UK.

What “SPECIALIST PRODUCTS & SERVICES” does Platform One provide?

These include EIS and Seed EIS Investments, IHT AIM ISA, IHT Portfolios, specialist IHT Plans, Foundations, Open Annuities, specialist international pensions (including QROPS, QNUPS and ROPS) and complex UK and international trusts, specifically The WAY Managed Portfolio Flexible Inheritor Plan.

What NEW “SPECIALIST PRODUCTS & SERVICES” are coming soon?

A low risk “Income ISA” utilising listed, secured, corporate Bonds which will provide an excellent alternative to the low yields currently available for cash in a Stocks & Shares ISA and the Cash ISAs.

What is the “ALTERNATIVE INVESTMENT ZONE”?

The aim is to help financial advisers and qualifying investors understand the opportunities and to locate authorised promoters who offer a range of alternative investment possibilities for potential investors.

The featured “EIS & SEED EIS OPPORTUNITIES”

These were – Iron Box Capital, The Secret Police and Symvan Capital. You may have spoken to their directors at the stand and you can find out more by finding them through our Alternative Investment Zone

Why PLATFORM ONE for EIS & SEED EIS Investments?

Platform One provides a consolidated portfolio. Once purchased, EIS and Seed EIS shares can be held and recorded by investors in their Platform One portfolios.

Best Dressed Adviser £1,000 Bespoke Suit Prize

You may have spoken with Maria about the £1,000 bespoke suit prize we are offering.

She will be judging the contestants after the last PFS conference and we will announce the winner by email who will also feature on our website. So stay tuned!