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Contact us

Finchley Office
Fairchild House
Redbourne Avenue
Finchley
London N3 2BP
T: 020 8371 3111
F: 020 8371 3112
E: Email us

Central London Office
7a Wyndham Place
London W1H 1PN

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February 2016 - The Clock is Ticking!
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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.

Vintage Wealth 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.

 

Vintage Wealth Management Limited is authorised and regulated by the Financial Conduct Authority. FCA Number 593380. Registered in England and Wales No. 07879453.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk