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Financial Planning

Wealth Wise – The role of an investment platform in financial planning

We're joined by our Aberdeen colleagues from the Wrap platform team to discuss the role an investment platform plays in financial planning.

Author
Wealth Wise

Duration: 34 Mins

Date: 13 May 2025

Fraser Russell is joined by Stuart Russell, Strategic Relationship Manager, and Caroline Miller Managing Director of Strategic Relationships at Aberdeen to discuss the role an investment platform can play in holistic financial planning.

They cover the basics – from ‘what is an investment platform?’ – to sharing tips on how to most effectively use your platform to get the most out of your financial plan.

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