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Advance by Embark awarded AdviserAsset’s Platinum rating for 3rd year running

Advance by Embark (Advance) has today been awarded AdviserAsset’s Platinum platform rating for the 3rd year running.

This award is recognition of Advance’s performance across nine key performance indicators covering price competitiveness, service quality and user experience, features and functionality to meet the requirements of advisers, and the view of advisers on the stability of the platform.

This is the latest recognition for Advance, having been awarded 5 stars at the Financial Adviser Service Awards at the end of 2020.

Phil Bungey, Chief Operating Officer, Advance by Embark, said: “We are delighted to receive this award, especially in light of the challenges of 2020. Achieving this rating three years in a row is testament to the ongoing efforts of our team to maintain the highest standards. It is particularly well received as it is based on advisers’ experience of the platform.”

Editors’ notes

For further information, please contact:

Quintin Keanie

The Agency Partnership (Embark Media Relations)


Tel: 07880 602902

About Embark Group

Embark Group is a full-scale UK retirement solutions provider, active in the areas of Investment Platform, SIPP, SSAS, Multi-Asset Funds, Fund Research and Employee Benefits Consulting. The Group trades under the brands Embark, Vested, Rowanmoor and The Adviser Centre. It also operates a wide portfolio of white label services for business such as RBS Coutts, Standard Life, Nutmeg, BestInvest, Charles Stanley, Moneyfarm and Wealthsimple. Businesses within the Embark Group have been established in the market for more than 40 years and have a long history of working closely with intermediary distribution partners and consumers of all levels of affluence.

The Group now has more than £35bn in assets under administration on behalf of c405,000 consumer clients, operating across nine UK locations (London, Bolton, Dundee, Edinburgh, Leeds, Leicester, Milton Keynes, Salisbury and Swindon)

Embark has been recognised as one of the most innovative Wealth Tech companies in 2019 and 2020.

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