Wrap Service

For our existing clients, click on your platform provider to access your online account.

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 a 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, an Acumen Wrap service offers highly competitive interest rates on cash deposits and cash ISAs.

The cost of a 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 a 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.