Investment Platforms

A platform brings together your investments and pensions online, allowing you to view them in one place – a bit like online banking.

Different types of investment, such as ISAs, Unit Trusts, Pensions and Bonds, are often held in different places with different institutions or organisations. Getting a clear, concise view of all your investments can therefore be extremely difficult.

A platform gives you secure, online access to your investment funds with a transparent, easy-to-understand charging structure. You can view your entire portfolio, use it to access a range of investment options and know exactly what you’re paying for your investments at any one time.

So rather than holding all of your ISAs, pensions and other investments in different places, you can view everything at a single glance.

This cuts down on paperwork, giving you a clearer picture of how your portfolio is performing. More importantly, it can make it easier for you and your financial adviser to make informed decisions about your investments, putting your future plans, financial position and attitude to risk first.

No Obligation Consultation
Investment Platforms
Investment Platforms

Investment Transfers

As with all investments, the value and the income generated can fall as well as rise. This means you may not get back what you originally invested or transferred into your account.

The risks in your portfolio will depend on the investments you have chosen. Your adviser should explain all these risks to you as part of their recommendation.

The performance of your investment will be reduced by the effect of charges, including platform charges, adviser charges, fund manager charges and tax wrapper charges.

No Obligation Consultation
nick green
<p class="team-pop-title"Peter Blacklock

peter@fatgreen.co.uk

0333 050 0088

07866 751 415

Connect with Peter on LinkedIn

Peter Blacklock
Peter is one of the UK’s leading Insurance and business advisory specialists with a track record of building and selling Insurance businesses.

He advises boards and investors in the capacity of CEO, C.A.P.O.W. Consulting, drawing on three decades of experience. Peter’s knowledge of Insurance is unrivalled having had extensive exposure to personal, family and business protection insurance.

Peter is passionate about the North of England and a life-long Sunderland fan and sports coach.

nick green

Anny Lian

anny@fatgreen.co.uk

0333 366 0988

07908 355 781

Connect with Anny on LinkedIn

Anny was an Investment Banker and CFO of a high-growth company working across Asia, America and now Yorkshire.

With a background in Finance, Anny understands the importance of financial planning and the value of saving and investments while putting together optimal protection plans for businesses, families and individuals.

Anny is also passionate about empowering women financially and boosting women's financial confidence and financial literary.

As an active member of the UK SME sector, Anny accepts invitations to encourage and mentor aspiring future female business leaders.

nick green

Nick Green

0333 366 0988

Connect with Nick on LinkedIn

Nick is the Practice Lead for C-Suite and Private Equity with Nigel Wright, a leading recruitment agency.

At heart, Nick is an entrepreneur who has co-founded two companies, including Fatgreen. Fatgreen arrange Business Protection insurance solutions for SMEs, Private Equity and Venture Capital Investors.

Prior to co-founding Fatgreen, Nick spent two decades in Executive Search, providing recruitment solutions for Investment Banks, Private Equity firms and their portfolio companies. Having dealt with people all his career, he understands the intrinsic link between creating financial value and people.

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