Our Wealth Management Service, which we like to call our ‘Wrap’, is a secure online portfolio management system which brings your investments and pensions together into one place, allowing you a constant consolidated overview of your financial position.
The combination of proactive investment management and improved administrative efficiencies make your financial life easier and your money work harder.
- Your Guide to Our Services (318kb)
- Our Guide to Wrap (336kb)
- Client Terms and Conditions (393kb)
- Key Features of the ISA and Personal Portfolio (268kb)
- Key Features of Self Invested Personal Pension (SIPP) (416kb)
- Key Features of the Onshore Bond (253kb)
- Key Features of the International Portfolio Bond (323kb)