Where appropriate we recommend that our clients’ investments are held within a Wrap account.

Wrap Accounts are a relatively new concept in financial planning, which are designed to assist you and us with: arranging transactions, reporting and administering your investment portfolio and/or pension arrangement.

Some of the key benefits of a Wrap account include:

• Complete picture of your current portfolio all in one place
• Consolidated income and capital gains tax statements to ease tax return completion
• On-line access to your portfolio
• Extensive range of assets and tax efficient wrappers
• Clear and transparent charging structure
• Simple and easy portfolio administration: buy, sell, switch and rebalance