Would you like to do away with the endless paperwork generated by your various investments and gather them all into one place? If so, the Acumen Wrap Service could be just what you need.
A Wrap account basically enables you to collect all your investments (including cash, pensions and life assurance) into what is effectively a financial ‘holdall’. You don’t have to sacrifice choice and you can continue to keep all of your existing shares, unit trusts and bonds, so there’s no need to worry about placing all your eggs in one basket what’s more, we offer a choice of different wraps, all a bit different, and we will use our expertise to recommend the Wrap account that suits you best.
You can see, at a glance, how your collective investments are performing and furthermore, if you engage an accountant, they can receive a consolidated statement in place of the numerous sheets of paper they processed in the past.
Any future instructions you wish to place, e.g. to buy, sell, or switch investments, will be swiftly dealt with by our in house team. As well as providing attractive discounts on a wide range of investments, the Acumen Wrap service highly competitive interest rates on cash deposits and cash ISAs.
The cost of the Wrap Service is extremely competitive and completely transparent, unlike many financial services when it can often be difficult to know precisely what you are being charged.
If you would like to know more about how the Wrap can make managing your finances easier, please contact us for more information and a no-obligation review of your investments. We would remind you that the value of your investments can fall as well as rise.
Screens from one of
the Wrap Accounts
Take a look at how one of our Wrap account works –
You can see how the online wrap account works – please note,as we are independent advisers this is just an example of one of our Wrap accounts. You can view either a Powerpoint version or a PDF version. Simply click one of the two links immediately below – if prompted to, “Save” the file to your computer.
You will need either Adobe Acrobat Reader or Powerpoint Viewer to access these files.