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Spreading your investments across a number of companies tends to generate mountains of paperwork and increases the hassle of getting up to date valuations. Wouldn’t it be helpful if there were a simple, reliable way of keeping track of all your investments? Now there is: SavvyWrap.
SavvyWrap is a web-based service that enables us to manage your entire portfolio from one web page, regardless of where your investments are held. SavvyWrap means we can take a holistic approach to your financial planning, making your money work harder, looking after you through all life’s changes and making your financial life easier.
Working together for your benefit
SavvyWrap is about working more closely with you. Together we will develop a financial plan which is tailored to your personal needs and goals. This won’t just be a one off event, but an ongoing process. The more we work together and keep each other up-to-date, the more insight we will gain, which will help us anticipate your needs and take better advantage of opportunities for you.
The platform we’re using to support our service simplifies and speeds up the reporting and management of your portfolio. We’ll spend less time dealing with paperwork and more time actively managing your portfolio.
Make changes quickly and efficiently
In order to keep you on track to achieving your financial goals we need to keep an eye on the market, researching regularly and working out what impact there may be for your portfolio. For example, if new tax rules were brought in we’d need to check your investments were still in the best type of products for you.
If anything needs to be changed, we discuss with you what we think needs to be done. And because everything is being held together in one web-based service we are in a position to implement these changes quickly and efficiently. Our aim is to ensure that your portfolio is working hard for you.
A service you’ll value
As your adviser, we want you to value the service we provide. Through the platform that we use to support our service we can access investment funds of all shapes, sizes and asset types, along with a wide variety of tax efficient product “wrappers” to invest them in depending on your overall tax planning needs. When we make recommendations through SavvyWrap, our birds-eye view of your portfolio means we’re doing it as part of the bigger picture.
It’s our job to keep you on the right path to achieving your short and long-term financial goals. We’re in a position to let you know if you are falling behind, to help actively manage your investments and to make sure you’re not paying too much for your portfolio.
Working together with you as your life changes and develops; our role is to provide you with a financial plan that looks across all aspects of your financial affairs. You’ll hear from us regularly as we actively manage your portfolio and we will always keep your affairs private, using the secure processes we have in place for protecting your personal data and investments.
This all adds up to a genuine service that you’ll really come to value.
* Past performance is not a guide to future performance and as with any investment, the value of funds can go up or down and may be worth less than what was paid in.