Home » Investment WRAP Platforms

Investment WRAP Platforms

The progress of technology has brought many changes to the world which we live and work.  

The development of an administration system that brings together all your pensions, savings and investmenst into one manageable place, that let's you invest where and when you want and look at it when you want has opened up a whole new world. We are now in control of your pensions and isas - not the insurance companies and Banks. 

The investment WRAP Platform provides precisely what affluent individuals are looking for, visibility and financial control. Above all else, a WRAP helps with making smart decisions about your money.

As more and more products and services have been developed for the affluent client market, the job of making smart decisions has become more complicated. Being wealthy, has in itself, become more complicated.

The Portfolio Dilemma

Investors usually have ISA's, pension investments, SIPPs and property in various sources. The range and diversity of methods and products available makeit increasingly difficult to map your investment portfolio. When utilising the WRAP Platform every asset can be viewed together and managed with your financial goals in mind.

Further benefits are:

• Tax Efficient WRAP
• One Charging Structure
• Track Performance on line
• Entire UK Fund market to choose from

What Products are available?

General Investment Account

This is your general account for any cash you would like to invest outside of your other accounts. It provides you with the same opportunities as other tax wrappers and there is a full range of assets to choose from including Unit Trust's, OEIC's, ETF's and Stocks & Shares.

Individual Savings Account (ISA)

Earn income or growth from Stocks & Shares and/or cash in this tax efficient environment. Both a Cash ISA and Stocks & Shares ISA are available.

Pensions (Personal, Executive or Section.32 Buy out Bond)

This is for retirement savings.

Onshore Bond

A UK based, unit-linked non-qualifying whole of life policy to which you pay lump sum premiums that can be held in a range of investments, subject to permitted investment restrictions.

Offshore Bond

An Isle of man based, unit-linked non-qualifying whole of life policy to which you pay lump sums that can be held in a range of investments. subject to permitted investment restrictions.

Stocks & Shares

You are able to buy, sell and hold stocks and shares under the WRAP portfolio service.

 

Contact us now to discuss in more detail on 0871 271 1280 or send us an email