Moving to a Wrap

Wraps are an evolving technology and at the moment it may not be possible to move all investment or products in to a Wrap. However it should be possible to consolidate a large part of a client’s overall portfolio in a Wrap and this involves a defined process to ensure that clients benefit from the maximum potential.

We will involve clients in every step of the process as follows:

• Re-examine all short and long term investment goals and objectives
• Determine and qualify attitude to investment risk
• Balance goals and objectives against attitude to investment risk
• Set out and agree clear financial planning objectives - this forms the basis of investment portfolio construction
• Review and identify which investments should be consolidated in the Wrap in the most cost efficient way
• Recommend the most suitable investment option to meet all of the above
• Review the investments against goals and objectives on a regular basis.