Who is Investment Wrap Account suitable for?

• 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 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 wrap 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