Given the pace of change in today’s financial marketplace, there are more investment opportunities than ever before. With so many choices it is of vital importance that you have the right advisers in place to look after you and your financial future.
We are responding to our clients’ changing financial needs and are proud to introduce you to our new Wealth Management Service or WRAP; a single view of your investment portfolio which offers an innovative approach to financial planning and advice.
What is the Wealth Management Service?
The Avon Financial Advisers Ltd Wealth Management Service or WRAP is an online service that allows us to manage your entire portfolio of investments from one web page, regardless of where these investments are held. You might have a personal pension, ISAs, investment bonds and a number of direct investments in different mutual funds or stocks and shares. With the Wealth Management Service, all of these can be viewed in one place, and managed simply and effectively as part of one overall plan to meet your financial goals and objectives.
What does the Wealth Management Service / WRAP do for you?
Our Wealth Management Service is designed to make your money work harder, look after your needs better and make life easier for you by:
- maximising the tax efficiency of your portfolio
- securing a better deal for you by accessing discounted rates for annual management charges on a range of investment funds
- helping you to achieve your investment potential, and ensuring you are in the best position to maintain it on an ongoing basis
- helping you to manage change effectively
- providing answers, when you need them, to the questions you most want to ask – how much is my portfolio worth? How well is my portfolio performing? What do I need to do next?
Monitoring your personal portfolio has never been easier.
Please contact us for more information
