WRAPS - Take Control of Your Investments

What Is A Wrap?



How does it work?

The system works by unifying all of your various assets and investment plans into one central point of control.

Essentially it’s a portfolio builder, dealing service and tracking device all rolled into one. The WRAP service collects every activity and procedure into one investment process which can then be tracked by you, at home.

Choose from an extensive range of options to create a portfolio that is right for you. You can transfer your existing portfolio exactly how it is or opt for a completely new set of tax efficient products and funds.

Then, select the income you want, arrange for regular withdrawals and transfers into your personal bank account….you can even buy stocks and shares to enhance your portfolio.

You will get accurate and reliable 6-monthly statements from the provider with total documentation of all purchases, sales, deposits and withdrawals. Alternatively you can manage your portfolio completely online.

 
The Benefits


The WRAP Investment Portfolio Service is a fast, easy way to control your finances from one central point.

The WRAP service is essentially one central holding administrator for all of your investments. This allows you to tailor your portfolio without the hassle of dealing with multiple providers.

First, it handles all the dealing of investments in one easily accessible place. Secondly, it provides a variety of tax wrappers within which your investments might most efficiently be held.

All of this means one charging structure, one series of statement and one easy way to control your investments.

Not only that, you can track both your investments, funds and their performance online, 24-hours a day through the internet. Or when you prefer face to face contact we are on hand to discuss any questions you may have.

You can also be sure that you have choice – the entire UK fund market is open to you.

It will enable us as your adviser to help you manage your finances more accurately and with greater care, speed and service.

If you would like to know more about our WRAP portfolio management service then contact us on 0871 271 1280 or e-mail info@reevesifa.com