Platforms We Use
Each platform brought to us by a client is reviewed at Jason Dawson Financial Planning (JDFP) and reported back to the client. There is a number of key requirements that we review
this includes cost to run the platform, the investment menu, additional features, the communication given by the platform, and its user friendliness.
The platforms shown below are some of those we currently manage client money in.
Talk to us and we can investigate your platform's benefits and features for you and provide a report on what your current platform is doing for you.
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Freedom of Cover
Diversity by Design
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