An investment platform allows client to keep and maintain all their major investments within one platform, therefore eradicating the frustration of having to keep track of all these investments individually.
We can work with the client to target benefits and retirement income.
JPM currently run three platforms:
- Zurich
- Standard Life
- Nucleus
Types of investments held:
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“The value of your investments can go down as well as up, so you could get back less than you invested.”
