James Hay Wrap
An altogether better way to manage complex investments
James Hay Wrap allows details of all of a client’s investments to be held on a single online platform, where they can be viewed, valued, analysed, monitored and managed, through a single point of contact, by a Financial Adviser acting on the client’s behalf.
Managing these investments through a James Hay Wrap enables Financial Advisers to provide a comprehensive wealth management service to their clients. It allows an entire investment and pension portfolio to be managed precisely in line with the client’s financial goals, personal requirements and attitude to risk, to a degree not previously possible.
James Hay Wrap offers:
Benefits
There are many benefits to investing in a Wrap with James Hay:
- Adaptability to changes in career, lifestyle, and individual needs
- All monies are held in a dedicated Santander UK bank account, currently earning an interest rate of 0.00001% gross* p.a (variable interest rate of 15/16th of 1%, below Bank of England base rate; minimum rate 0.00001%).
- Flexible withdrawal options,
- Ease of management – online if preferred
- Service by a
multi-award winning team – information, technical analysis and telephone help, backed by the expertise and experience of the UK’s number one SIPP provider
Points To Consider
- The James Hay Wrap is not available to clients without a Financial Adviser
- The management of your investments may not require such a sophisticated package and associated charges. Your Financial Adviser will be able to guide you on its suitability for your needs
Product Range
James Hay Wrap offers a variety of
Products to suit individual needs and investment choices:
- ISA
- Offshore Bond
- SIPP
- Investment Portfolio
Investment Flexibility
The Investments shown are examples of those available through James Hay. A fuller description of each type of investment, including the risks and rewards are detailed more fully throughout this site. James Hay will not provide any advice in relation to these products.
*Except the Investment Portfolio bank account, which will have interest paid net.