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Wrap Account

investment.jpgA wrap account is a portfolio administration system that we use to make sophisticated investing easy.  It improves the quality of investment decisions, and enables the client to access a range of investment funds which would otherwise be unavailable to most investors.
 
The wrap account allows for an investment portfolio to be constructed to suit individual needs and risk profile using a variety of managed investments including unit trusts, group investment funds and UK investment trusts listed on the London Stock Exchange.  All of the investments are independently researched to ensure they are amongst the best in their sector.  This gives our clients security and comfort in the quality of their portfolios.
 
With a wrap account each client receives consolidated reporting every six months, including a taxation report at the end of the financial year.  The portfolio is also operated in a tax-effective manner.


No Obligation Consultation at Our Expense
Contact us now you have nothing to lose.  We offer a no obligation meeting at our expense.  It wont cost you anything to find out how a financial plan incorporating a wrap account will benefit you.  Contact us today and discover how to get on the road to investing success.