Financial planning using technology makes monitoring your assets easy…
A Wrap Platform
…allows you to hold your assets under one umbrella arrangement which enables you to quickly understand the total value of your different investment products and the overall asset allocation of these products
Typically the assets that can be held on a Wrap platform are;
- Personal Portfolio (e.g. a Range of OEICS)
- Onshore Bond
- Offshore Bond
Thousands of funds are available in one place, including Discretionary Fund Management. This has the benefit of reducing charges through discounts being available.