Wrap

Wrap makes the process of saving and investing far more streamlined and transparent. As your intermediary we manage the Wrap and it allows us – and you – to see your entire portfolio in one place. With easy-to-navigate, online access to your account, Wrap gives you at-a-glance reporting on how your money is performing.

Our Wrap service offers access to the entire market. It places you at the centre of the asset management process and combines excellent service with unrivalled asset and fund selection. All of which means we can offer a consistent approach, a more efficient service and instant reporting to help you build a more successful financial future.

There are a few key questions to ask yourself when selecting your asset management solution. If your answer is ‘yes’ to any of these questions, then our Wrap service is almost certainly for you:

• Could I benefit from intelligent financial planning on a holistic level?
• Do I have a range of holdings across several different product types?
• Do I have assets totalling more than £50,000 across pensions, savings and investments?
• Could I benefit from transparent costs and charges?
• Do I require professional advice as part of my asset management service?

The service proposition is as follows:

• Annual or half-yearly review
• Analytics review and investment audit
• Free switching
• Annual face-to-face meeting
• No additional charges for additional contributions

When you come to Macbeth Scott & Co Life and Pension Services for financial advice, you can be sure there will be no hidden charges. We pride ourselves on clarity and transparency throughout, including all charges associated with the management of our assets.