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Is a Standard Life Wrap Account right for you?

Typically a wrap account is suitable for clients who;

  • have built up (or are building) multiple assets and investments and want to consolidate them in one place
  • like to be able to view their portfolio of assets on-line
  • value goal-based financial planning
  • value an ongoing relationship with their adviser
  • value the active management of their portfolio, including rebalancing
  • are prepared to pay a fee to you in return for the above.

    • Research would suggest that clients value ongoing relationship management yet advisers are often forced to spend most of their time preparing reports, gathering data and making product recommendations.  Do you value the time you spend with your adviser over the time they spend preparing for that meeting? If you moved your assets to a our wealth management service which incorporates Standard Life wrap or another suitable wrap account, administration would be reduced and adviser time could be maximised.

    If you wish to adopt a Lyndhurst Wealth Management Service which includes a wrap account which is appropriate to your needs please contact your IFA or admin@hicks.co.uk.

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    This entry was posted on Thursday, January 7th, 2010 at 4:44 PM and is filed under WRAP. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.

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