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Fund Supermarket & Wraps

These are internet based services used by IFAs to view and administer investments. They offer a range of tools which allow advisers to see and analyse a client’s overall portfolio and to choose funds for them. The main difference between Fund Supermarkets and a Wrap Platform is that the former offers collective investments whilst the Wrap enables any publicly quoted investment to be place on the platform. Both Fund Supermarkets and Wraps offer a far greater range of funds than a conventional product offered by a life assurance company.

Jeffreys Henry Financial Services understands that larger investors may require a more sophisticated and tailor-made investment service. Our fund managers can construct portfolios on a discretionary or active advisory basis geared to individual client specifications. We have found the Wrap process to be of great benefit allowing us to strengthen relationships with clients thus enabling us to offer a service proposition rather than a sales one. 

For more information about Jeffreys Henry Financial’s range of Savings & Investment options, please call 020 7371 5244 or email info@jeffreyshenryfinancial.co.uk

 

Contact Us

Jeffreys Henry Financial Services
Finsgate
5-7 Cranwood Street
London
EC1V 9EE

Tel: 020 7371 5244
Fax: 020 8371 3112
E: info@jeffreyshenryfinancial.co.uk

 

Jeffreys Henry Financial Services Limited is an appointed representative of Vintage Wealth Management Limited which is authorised and regulated by the Financial Conduct Authority. Number 593380.  Incorporated in England and Wales.  Company number 03824520.  Registered Office: 5-7 Cranwood Street, London, EC1V 9EE. Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.

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Contact

Tel: 020 7371 5244
Fax: 020 8371 3112
E: info@jeffreyshenryfinancial.co.uk