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 Abbey bank account, currently earning an interest rate of 4.0625% gross* p.a (variable interest rate of 15/16th of 1%, below Bank of England base rate).
- 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
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
James Hay Wrap is available only through a Financial Adviser.
*Except the Investment Portfolio bank account, which will have interest paid net.