Wrap Account

We may recommend use of a ‘Wrap Account’ for certain clients. This will enable you to hold all of your investment funds, ISAs, offshore funds and pensions in a single administrative account and means you will receive one statement showing all of your assets. 

Advantages of a wrap account include:-

• All of your investments consolidated in one wrapper even if you have a range of providers.
• Access to investment funds at institutional rates which are cheaper than retail rates.
• The ability to purchase a wider range of funds and investments that are not readily available to individual investors.
• The ability to buy and sell funds with no initial charges.
• A consolidated income tax statement simplifying your tax affairs.
• An online account allowing you to track the value and performance of your assets anytime day or night. 
• Total transparency of charges and costs.