Platforms and ‘wraps’

We provide our clients with access to one of the two market-leading investment platforms or ‘wraps’: Transact and Elevate.

By combining your many and varied investments in one secure and heavily regulated location, these complete administrative service solutions offer a range of benefits, including:

• Simplicity and efficiency – no more piles of financial paperwork to deal with.
• Visibility and accessibility at all times online – no need to wait for valuations.
• Lower costs and benefits of institutional funds and ‘clean’ share prices.
• Effective risk management and asset allocation by considering all your investments – in ISAs, dealing accounts or Sipps – as one portfolio.
• Useful tools to check performance and evaluate your tax position.
• No hidden charges – the true cost of managing your assets is transparent and clear.