Wrap Account

Where appropriate, we may recommend the use of a "Wrap account". A wrap will enable you to hold all funds within a single administrative account, whilst diversifying your investments amongst as many different funds with as many different companies as you like. Through one single account, you may hold your pension funds, direct investments, ISAs, PEPs and offshore funds, all of which are summarised on a single statement. It offers capital gains tax calculators which will help us maximise your capital gains tax exemptions - minimising your tax liabilities and offers near total flexibility in the investments that you may hold.

Many of the investments that we use have extremely high minimum premiums which can be up to £1m. By pooling clients funds on a wrap account, minimum investments can be reduced to a few hundred pounds, providing access to some of the country's most exclusive investment funds to relatively small investors.

You will also be provided with an online account so that you may track the value and performance of your assets 24 hours a day, 365 days a year. This offers daily pricing information, organisation and total transparency.