Is every Investment Wrap Account the same?

No. Many Investment Wrap Accounts are not fully functional and do not allow the adviser to manage the capital effectively. Many of the first Investment Wrap Accounts were very expensive and dysfunctional.

The most important issue with Investment Wrap Account, however, is that it’s a tool. The success of your investment will only be down to how well the adviser uses that tool – another reason to use Worldwide – the UK Investment Adviser of the Year.

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 why many people switch their Investment Adviser to Worldwide Financial Planning 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