Profile
Age: Married couple aged 75 and 78
Occupation: Retired
Requirement: Consolidation of investments
Amount: £360,000
Our retired clients had substantial assets invested in shares, mutual funds, pensions, Individual Savings Accounts and investment bonds.
Keeping track of all their investments, which amounted to 80 different holdings, was becoming unwieldy. Investment Choices offered the couple a WRAP service, which provided them with a more effective means of managing their assets. Via a secure web-based service our clients can now view their assets and liabilities in one place.
Paperwork is minimised and tax on the portfolio is managed efficiently. We provide regular reviews with high quality reporting on the new portfolio, constructed using risk profiling methodology. Our clients now benefit from lower management costs by aggregating their family assets.