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Fairchild House
Redbourne Avenue
Finchley
London N3 2BP
T: 0208 346 3446
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January 2015 - Even nicer ISAs
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Fund Supermarkets & Wraps

These are internet based services used by IFAs to view and administer investments.They offer a range of tools which allow advisers to see and analyse a client’s overall portfolio and to choose funds for them.The main difference between Fund Supermarkets and a Wrap Platform is that the former offers collective investments whilst the Wrap enables any publicly quoted investment to be place on the platform. Both Fund Supermarkets and Wraps offer a far greater range of funds than a conventional product offered by a life assurance company.

Goldberg Steele Associates understands that larger investors may require a more sophisticated and tailor made investment service. Our associated company, Vintage Asset Management can provide such a service. Our fund managers can construct portfolios on a discretionary or active advisery basis geared to individual client specifications. We have found the Wrap process to be of great benefit allowing us to strengthen relationships with clients thus enabling us to offer a service proposition rather than a sales one.

 

All contents of this website, including but not limited to the text, graphics, links and sounds, are the copyright of Goldberg Steele Associates and may not be copied, distributed, uploaded, republished, decompiled, disassembled or transmitted in any way without the prior, written consent of Goldberg Steele Associates. phillip@goldbergsteele.co.uk | We are a partnership operating as a trading name of Vintage Wealth Management Ltd which is authorised and regulated by the Financial Conduct Authority. FCA number 593380 registered in England and Wales . Company number 07879453. Disclaimer