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Where are you in the Platform Change Cycle?

Our Advisory mission is to deliver successful investment platforms & solutions for our clients that are compliant, profitable, scalable and launch to market with speed.

With over 7 years’ experience delivering and operating 13 major platforms in the market, we’ve built solid relationships with over 30 platform executives, regularly advising them on the key decisions they make. Our on-going research into the market and the introduction of our Due Diligence service has also helped distributors and advisers to ensure their use of platforms is in line with the FSA’s guidelines.

This means we have in-depth knowledge of the entire value chain and the competitive landscape, providing a valuable benchmarking tool for our clients. We use this experience and information to help platform providers ensure they deliver the right platform service to market and operate it profitably, efficiently and effectively.

See How We Help

Meet our Senior Team

Chris Hitchens
CEO
“Having spent a number of years within the industry, Chris has a depth of understanding of what is required to make Platform delivery a success.”
Kevin Russell
Managing Partner
“Platforms are big business now. The "Field of Dreams" days are over. You need some one who has done the job, knows the risks, knows the issues. And steeped in the business, Kevin knows his stuff.”
Paul Hitchen
Partner
Paul has 26 years’ experience in Financial Services, the last 15 of those dedicated to the Life , Pension and Investments Industry.
Tony Peters
Head of Due Diligence
“The review process was exactly as expected - factfind, solutions and formalised report. The report will be used to justify our panel selection. A useful and professional process."
Mike Ashton
Business Development
“Mike is the best resourcing consultant I have worked with. He works extremely hard on behalf of both the client and the candidate he is trying to place."

What our Clients are saying about us