What is Investment Wrap Account?

Currently every time you buy an investment product you will go through a lengthy process which involves considerable paperwork.

Platforms such as Fidelity and Skandia allow for you to hold all your unit trusts, ISAs and PEPs in one place with the ability to get valuations at a glance. An Investment Wrap Account is similar to the above but all your financial assets you own can be viewed in the same place. It can be a custodian for your financial assets.

It has:

• Allowed us the ability to see all assets and liabilities on assets that are held on the Investment Wrap Account

• The ability to access a wide range of investment types and fund managers

• Investment functionality that allows us to ensure your investment strategy is appropriate and monitored

• A range of reporting that allows your plan to be reviewed and recommendations implemented easily

• A wide range of tax wrappers to ensure the most appropriate tax wrappers are available to you

• A range of tools that helps the adviser manage your capital

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 Investment Wrap Account 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’