Our Investment Platform or 'Wrap' option provides a single, consolidated view of your entire investment portfolio offering some very useful advantages:
"A wrap account is an administrative service that combines – or 'wraps' – all of a client's investments into a single account. This means that their total portfolio can be viewed at a glance and involves a huge reduction in the amount of paperwork. It is not a product in which to invest, but rather a service.
"Available online, a wrap allows advisers to manage all their clients' assets in one place, whether these are held directly or through a 'tax-advantaged' wrapper such as an ISA or a pension. 24/7 access to client portfolios allows them to offer a more efficient and valuable ongoing service than has historically been possible."
Nucleus - Oct 2006
A Wrap might not be suitable for everyone but we will advise whether it is suitable for you after a full review of your circumstances.
For a free initial chat to discuss your individual requirements please call us on 01903 770767 or contact us for more information.