Quilter and Tatton investment platforms
Hi - I am hoping someone can explain the set up I have.
We have an IFA who have invested with Quilter.
Quilter in turn have invested with 3 x seperate Tatton accounts (Global core active, Classic Managed Active and Global Tracker Active).
I have asked the IFA to explain but I am still unsure of the rationale behind this.
My questions are:
a) Why cant the IFA invest directly with Tatton as oposed to going through Quilter?
b) Can an individual invest directly with Quilter as opposed to using an IFA?
It seems we are paying fees to 3 x different companies and I'm not sure it's all necessary.
Any thoughts and feedback on this would be greatly appreciated. Thanks.
u/Emotional_Use_9622 — 3 days ago