Developing your approach to client segmentation takes time. It's why we partnered with NextWealth to create this practical guide to help you. Evidencing how you meet your client’s needs under Consumer Duty is key. Download our guide now. https://lnkd.in/etMzsaGu Anything that’s worked well for you when segmenting clients? Let us know in the comments.
About us
The M&G Wealth Platform is for financial professionals. With its wide range of investment options, tools, data and insights, it is flexible enough to support a full range of adviser and DFM propositions. Our Platform helps meet the needs of financial professionals’ individual clients and their complex family situations as they build, protect and pass on their wealth in a sustainable way. Monitored Mon-Fri 9am-5pm. The M&G Wealth Platform is provided by Investment Funds Direct Limited, registered in England and Wales No. 1610781. Registered Office: 10 Fenchurch Avenue, London EC3M 5AG. Authorised and regulated by the Financial Conduct Authority: 114432. Investment Funds Direct Limited is a subsidiary of M&G plc, incorporated and registered in England and Wales. Registered office: 10 Fenchurch Avenue, London EC3M 5AG. Registered number 11444019. M&G plc is a holding company, some of whose subsidiaries are authorised and regulated, as applicable, by the Prudential Regulation Authority and the Financial Conduct Authority.
- Website
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https://www.mandg.com/wealth/platform
External link for M&G Wealth Platform
- Industry
- Financial Services
- Company size
- 201-500 employees
- Headquarters
- Bath
- Type
- Privately Held
- Founded
- 2007
- Specialties
- Investment platform, Simple pricing structure, In-house stockbroking service, Investment choice, and Platform support
Updates
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For UK financial professionals Our family groups can include step-children and co-habiting partners. So you can grow and future-proof your client base by connecting with more family members. Family linked discounts explained: https://lnkd.in/ekSznY-u
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For UK financial professionals Swipe to discover some of the key figures that make up the M&G Wealth Platform. Find out more about how we can support your proposition in the new M&G Wealth Platform Q&A Report from Defaqto: https://lnkd.in/eCZRvYTx
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For UK financial professionals We’re proud to share that Defaqto have rated M&G Wealth Platform 5 Stars for platform features and Silver for service! These ratings show our commitment to providing you with a great platform experience. Thank you to our dedicated team as well as our valued advisers and clients for making this possible. Read more about our proposition in the M&G Wealth Platform Q&A report by Defaqto: https://lnkd.in/ezukgdJV
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For UK financial professionals Want to know more about M&G Wealth Platform? Register for a free demo: https://lnkd.in/eNGbigaV
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Our research, conducted in partnership with NextWealth, has shown that 10% fewer advice firms say they are segmenting their client base than during previous years. Evidencing how you meet your client’s needs under Consumer Duty is key. It's why we created a practical guide to help you. Download our guide now. https://lnkd.in/etMzsaGu
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For UK financial professionals M&G Wealth Platform houses a class-leading range of investment choices, so you can support different generations of investors through their own investment journeys. Discover our range of investment options: https://lnkd.in/e2Z6hQQH
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Evidencing how you meet your client’s needs under Consumer Duty is key. But developing your approach takes time. It's why we partnered with NextWealth to create this practical guide to help you. Download our client segmentation guide now: https://lnkd.in/etMzsaGu
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