Wealth matters Risk Assessed Performance system (WRAPS) presentation. A summary as to how Wealth Matters can help with your pension and investment strategy.
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• A ‘wrap’ is a single integrated platform on which you can register all of your UK Investments.
• Think of it as internet banking for your investments
• The whole portfolio can be analyzed and quantified according to money value, tax treatment, product type and asset allocation - a genuine wealth management facility.
Annual Rebalance of Funds “According to additional research by Skandia, over a 10 year sample case, an annually rebalanced investment portfolio would return 14% more than the same portfolio if it had not been rebalanced. In addition, the rebalanced portfolio would have been less volatile.”
Fee plans provide on-going support which include a holistic and strategic
approach to financial planning, helping you reach your goals quicker and more
effectively.
Silver Plan (min £50,000 FUM*) £25 a month and £30 for couples All the benefits of Bronze Plan plus: • Biennial Financial Review • Fund value statements for all savings, Investments and pensions. • Professional advice on maximizing your portfolio • Focus on hitting financial goals • Access to free re-mortgage advice
Gold Plan (min £100,000 FUM*) £50 a month and £60 for couples All the benefits of Silver Plan plus: • Annual Financial Review • Detailed financial report of all existing policy holdings • Cash flow analysis service • Creative Tax Savings Strategies • 0800 number for unlimited free phone support • Free invite to all Wealth Matters seminars and functions
Bronze Plan (min £20,000 FUM*) £15 a month (singles and couples) • Access to WRAPS™ • Login details to WRAPS™ online • Seasonal emails and newsletters • Access to an adviser by email and phone for on-going advice • Access to administration support by email and phone for on-going support and service
* This represents an active portfolio on a typical wrap platform ** Total AMC includes: fees to WM, cost of funds and Nucleus platform. Many funds not available direct. Actual cost depends on size of portfolio. Charges are lower if portfolio is over £1million. The inclusive fee to WM gives you access to WRAPSTM – our investment strategy – which gives you 12 points of communication per annum, on-line access, continual investment advice and full administration support.