WHY A PLATFORM?

There are a range of different methods through which you can invest.

A platform is a investment management service that provides access to a choice of tax wrappers through which you can invest in a range of assets. It allows Tim J. Pollitt & Co IFA to manage your investments efficiently.

Where our clients are suited to a Platform, the potential benefits are:

• Provides an efficient way to buy and sell a wide range of assets. Consolidates reporting with a single statement twice a year and a single tax voucher, simplifying your tax return collation
• Lets you agree how you want to pay for our services
• Offers us access to a range of tools to assist in managing your money
• Has a straightforward charging structure
• Allows us to spend more time focusing on your needs and less on administration
• Enables various investment strategies to be operated on your behalf – including phasing investments into funds over different time periods
• Simplifies the movement of investments into different tax wrappers to maximise tax efficiency
• Gives us the ability to analyse your other assets via the platform

The value of an investment can go down as well as up. Investors may not get back the amount originally invested.