Will Investment Wrap Account save me time?

Investment Wrap Account will end the need for valuations to arrive every 6 months.

A valuation can be viewed online in seconds. Investment reviews will be very efficient as all the information is held in one place. All purchases are online saving the need for paperwork to be lost.

We estimate that customer transactions will take 7 hours fewer per year. This is time that you would be charged for but we can pass that time saving back to you. Wrap lets us do what we do best which is to manage your money.

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