How much does Investment Wrap Account cost?

Moving your capital to our Investment Wrap Account needn’t cost you any more than you are currently paying.

Currently your adviser will be receiving an annual retainer from the insurance company. This will be redirected to Worldwide Financial Planning, which pays us to manage your money.
Because of the sheer volume of investments we place, individual funds can actually be accessed at a discount.

It is probable you can access the benefits of wrap and Worldwide’s investment expertise whilst paying no more than you currently do.

Other Investment Wrap Account Frequently Asked Questions:

• What is Investment Wrap Account?

• Who is Investment Wrap Account suitable for?

• What can you hold on Investment Wrap Account?

• What services does Investment Wrap Account have?

• Why has the investor demanded Investment Wrap Account?

• How will Investment Wrap Account benefit the investor?

• How much does Investment Wrap Account cost?

• Can I invest into any fund with Investment Wrap Account?

• How do get all my investments onto Investment Wrap Account?

• Will Investment Wrap Account save me time?

• Is every Investment Wrap Account the same?

Find out how the UK Investment Adviser of the Year can manage your investments on wrap by calling 0800 0112825 or complete the enquiry form in confidence.

Worldwide Financial Planning – Investment Adviser of the Year, Ethical Investment Adviser of the Year

Your assets are managed on an advisory basis not on a discretionary basis