James Hay Wrap benefits

Effortless portfolio management

Ease of management

  • All the client’s investments in one place – including stocks and shares, ISAs, life bonds, offshore and pension investments
  • One point of contact only
  • Online valuations and dealing
  • Limited paperwork – a single statement covers all wrap investments
  • Easier client tax returns, as we provide full supporting information

Investment benefits

  • Access to a wide range of investments
  • Discounted funds through our Investment Centre
  • Risk levels can be accurately managed
  • 24/7 online access permits more timely investment advice
  • Quicker implementation of investment decisions – including across the board strategic changes
  • Financial Advisers can spend time on investment strategy, not administration
  • Simple and transparent charges

Find more information on our Wrap literature page.

Copyright © 2008 Abbey. The James Hay SIPP products and Wrap service are provided by various companies which are part of the James Hay group of companies, whose parent company is James Hay Holdings Limited. Full details can be found within the Legal section of this site. James Hay and the flame are registered trademarks.