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Who is Wrap suitable for?

Simplicity
  • An investor who wants their capital actively managed by a suitable professional
  • An investor who wants to hold all their capital in one place and have one reporting structure through one trusted source
  • An investor who wants access to all the best funds in the market place and wants an adviser to control that whilst having access to valuations at the touch of a button. With our Worldwide wealth management you are given your own log in and can see every day what we are doing with your money
  • An investor who is sick of watching their capital trundle along in a huge insurance company pension managed fund which continues to under perform the benchmark
  • An investor who wants to eliminate paperwork

Other Wrap Investment Frequently Asked Questions:

  • What is the success of Wrap?
  • What is Wrap?
  • Who is Wrap suitable for?
  • What can you hold on Wrap
  • What services does Wrap have?
  • Why has the investor demanded Wrap?
  • How will Wrap benefit the investor?
  • How much does Wrap cost?
  • Can I invest into any fund with Wrap?
  • How do get all my investments onto Wrap?
  • Will Wrap save me time?
  • Is every Wrap the same?


    • Find out how the UK Investment Adviser of the Year can manage your investments on wrap by calling 0845 230 9876 or complete the enquiry form in confidence. 

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

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    'We do not undertake discretionary management or hold client money.'

    'Worldwide Financial Planning Ltd are authorised and regulated by the Financial Services Authority. Worldwide is entered on the FSA register www.fsa.gov.uk/register/ under reference 440668

    Registered office; The Old Carriage Works, Moresk Road, Truro, Cornwall, TR1 1DG. Registered in England and Wales No. 3533548. Contact info@wwfp.net or 01872 222 422

    © 2007 Worldwide Financial Planning - this site is intended for UK investors only

    By clicking on any of the external links within this website you will leave the regulatory site of Worldwide Financial Planning Ltd. Worldwide Financial Planning Ltd are not responsible for the accuracy of the information contained within the linked sites.'

     
     
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