With consumer duty coming into force next year, Hakim reckons price and value will present problems for advisers if they cannot control their platform fee.
Third Financial employs around 85 people and hosts its in-house technology on Azure.
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Software tools like its capital gains tax calculator are also in-house, and any reports it generates for advisers’ clients are white-labelled.
The company’s operations and developers sit in Birmingham, with its client services team working out of London.
“We’re self-custody and all UK-based, so it’s easy to query issues and we don’t enforce chatbots. That’s valued by a lot of advisers and wealth managers,” said Hakim.
ruby.hinchliffe@ft.com
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