Investment Wrap Account

The investment wrap account is the biggest development in the world of Investment in the last 30 years.

The investment wrap account provides precisely what affluent individuals are looking for. Above all else, 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.

To find out how Worldwide’s FT award winning research and investment wrap account can help save you time, charges, and maximise your investment return read on, or call free on 0800 0112825, and your dedicated adviser will be in touch to answer any questions you have and take you to the next stage of setting up your bespoke Investment Wrap Account.

Remember our fee guarantee: you will not pay any fees unless we can help you.

The current investment dilemma

Investors have ISAs, pensions, investments, SIPPs, cash and property in various sources. As well as causing an administrative nightmare it is virtually impossible to assess your entire investment portfolio holistically. When you have your own investment wrap account, every asset can be viewed together in one place, at the click of a button, and managed with your financial goals in mind.

Charges

Instead of having to buy retail investments each year at full retail costs the investment wrap account will allow you to buy most investments at creation price, saving nearly 5.25% on the retail costs most investors are subjected to. Furthermore, investment bonds carry hefty retail costs of nearly 11% when you include the excessive commissions paid to financial advisers whereas an investment wrap account negates the need to buy in this expensive manner. There is no investment bond product charge for example so instead of you having to buy a new product with a product charge, once you have opened your investment wrap account there is no need to pay the excessive up front fees. Quite often we see advisers visiting investors each five years and simply turning products over with excessive charges as above.

The investment wrap account will give you access to virtually every fund you are likely to need, allow you to view your capital daily in one click and all at a fraction of the price of retail products.

Unlike many retail investment bonds, an investment wrap account also ensures you have access to the real funds as opposed to expensive mirror versions of them costing you nearly 12% year difference in opaque costs.

Tax

The investment wrap account is simply a technology solution that allows you access to every tax wrapper available saving you valuable money.

Your bespoke Investment Wrap Account Solution

Call us now and one of our FT award winning investment advisers will be in touch to set up your investment wrap account. Your dedicated investment wrap account adviser will take care of everything leaving you to enjoy a more time and charge efficient way to manage your money.

So call in confidence now on 0800 0112825. Or complete the contact form and your dedicated adviser will call you straight back.

View the Frequently Asked Question links below for more information.

• 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 why so many people choose Worldwide Financial Planning as their Investment adviser 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.

Information given is for general guidance only, and specific advice should be taken before acting on any suggestions made