Wrap investments prove beneficial for Worldwide
6th February 2008
Worldwide Financial Planning was selected as one of only 58 companies in the UK to trial a revolutionary new scheme, is celebrating after the latest results were announced.
Truro and Wadebridge based independent financial advisers, Worldwide Financial Planning, were chosen to test the Wrap platform 12 months ago.
During the last year the scheme has been extended and rolled out nationally, and following recent results the company now ranks fifth in the UK with the amount invested.
“It was a real honour to be chosen as one of only a few firms to trial the system when it launched at the end of 2006,” said Worldwide Financial Planning’s managing director, Peter McGahan.
“It was easy to see the benefits to customers straight away.
“But to be fifth in the whole country for the value of our investments, especially now the scheme has been extended, is a real achievement and a measure of the skill and expertise our team of our award-winning advisers have.”
The wrap platform brings all elements of financial management together by consolidating bank accounts, pensions, ISAs and unit trusts into one electronic package.
“By placing all the different assets in one place on the wrap platform, it saves a considerable amount of time and money, and also allows movement of funds with minimal effort,” said Peter.
“You can find out what your investments are worth at the touch of a button. Our customers immediately took to it as it made perfect sense for them.
“Within the next five years all investments will be held like this.”
For more information on Worldwide Financial Planning please contact us on 01208 816667 or visit our section on Wrap to find out more.
Worldwide Financial Planning was selected as one of only 58 companies in the UK to trial a revolutionary new scheme, is celebrating after the latest results were announced.
Truro and Wadebridge based independent financial advisers, Worldwide Financial Planning, were chosen to test the Wrap platform 12 months ago.
During the last year the scheme has been extended and rolled out nationally, and following recent results the company now ranks fifth in the UK with the amount invested.
“It was a real honour to be chosen as one of only a few firms to trial the system when it launched at the end of 2006,” said Worldwide Financial Planning’s managing director, Peter McGahan.
“It was easy to see the benefits to customers straight away.
“But to be fifth in the whole country for the value of our investments, especially now the scheme has been extended, is a real achievement and a measure of the skill and expertise our team of our award-winning advisers have.”
The wrap platform brings all elements of financial management together by consolidating bank accounts, pensions, ISAs and unit trusts into one electronic package.
“By placing all the different assets in one place on the wrap platform, it saves a considerable amount of time and money, and also allows movement of funds with minimal effort,” said Peter.
“You can find out what your investments are worth at the touch of a button. Our customers immediately took to it as it made perfect sense for them.
“Within the next five years all investments will be held like this.”
For more information on Worldwide Financial Planning please contact us on 01208 816667 or visit our section on Wrap to find out more.
'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
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