Ascentric teams up with Skerritt Consultants

Independent wrap platform Ascentric has been chosen by Skerritt Consultants to help grow its wealth management business.

The Brighton and Hove-based financial planning firm has over 25,000 clients nationally and in excess of £200m in assets under influence.

The firm recently acquired Watkins Oram and Huntington Investments Ltd and is now working closely to build a robust process for migrating assets without compromising its ongoing client servicing.
 
“The people at Ascentric are dynamic and supportive, which, when backed by their market-leading technology, means that we can take our client services to the next level,” says Skerritt Consultants managing director, Richard Skerritt.

“Their technology service is not only cost effective but intuitive meaning that we can proactively move new and existing assets into a single, flexible environment. The Ascentric platform will be the engine behind our plans for growth.”

While, Richard Goodall, sales director at Ascentric adds: “Skerritt Consultants is a growing firm of advisers that has very high expectations of technology, administration and service. We have been able to prove our value in each of these core areas and I firmly believe that our platform technology solution will blend perfectly with the service they offer to their clients.”