• Financial planning

    Get a clearer view of your finances

Wrap accounts

Wraps are an advanced filing system for your long-term investments. Using a wrap allows us – and you – to view your overall investments and to assess their progress as a whole through one wrap-platform provider.

They are single-administration access points for tax wrappers, such as ISAs, pensions, unsecured pensions, offshore and onshore bond accounts, as well as general savings and investment accounts, that might all be with different underlying investment providers.

We use a tool called a wrap to help us to manage your financial investments.

The wrap gives access to a wide range of funds and means we can also benefit from its collective buying power: this helps improve the value of your investments and positions them so as to optimise returns.

An example of one of the wrap platforms we have chosen to use is Nucleus, which has been recognised for its unique, award-winning approach to the industry*.

Wraps allow us to focus less on the administration, by not having to deal with different administrators for each tax wrapper, and more on the important issues that affect you: building and managing your finances, providing cash flow models, advising on tax planning and helping you choose the most appropriate investments for you.

* Recent awards include:

  • Winner: Coredata’s best medium-sized platform 2013
  • Winner: Money Marketing/Investment Trends wrap and platform report 2013
  • FT adviser online service awards 2012 and 2013
  • Defaqto 5 star platform service award 2012
  • Platforum adviser’s choice 2011-12

The detailed information available about all the holdings, together with the regular portfolio reviews and occasional face to face meetings with you, enable us to feel fully informed about the health of our investments.

Mr B. Langslow

Using a wrap account allows us to see all your investments easily meaning we can focus less on admin and more on managing your finances.

Ben Silk CFP™ Chartered MCSI DipPFS

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