Financial Advisor Planning to Move to New SIPP Platform?

RSTime

dunstonh said:

My understanding is that my wife has a pre-built AJ Portfolio which is managed. I checked and the name of the portfolio is badged with the name of the finance company my wife is using, I assume this is standard practice and that there are AJ Bell portfolios which finance companies 'adopt' for their clients and badge accordingly.

No, that is not standard.  It's an option, but it's typically used by DIY investors with smaller amounts, not wanting or needing advice.       Adviser firms can often use the in-house portfolios of the platform, but it's unusual for them to do so as they are rarely the best option available.   

        

So the portfolio could be one that they have put together, perhaps I am doing them an injustice.

Cus

Does this have anything to do with AJ Bell Investcentre versus the public version?