Wraps & Platforms

Many of our clients demand more than the narrow choice of funds offered by any single investment company.

"wraps" and "platforms" open the door to a much wider choice of investment funds from a wider range of fund mangers and the prospect of more rewarding investment performance.

When considering a wrap or platform, the following are considerations

• Setting up charges
• Annual charges
• Switching charges
• Any funds the investor is especially interested in
• Is self investment required?
• How to make best use of the very wide choice of funds and fund mangers

My-Financial-Adviser has many years experience in setting up, reviewing and making recommendations for wraps and platforms. This includes the design of ideal portfolios with varying attitudes to investment risk and pension fund objectives. Contact Us now or use the Enquiry form.