Private Investors
The more time your Adviser is free to focus on managing your finances, the better. By bringing all your investments together online, your Adviser will be able to spend more time managing your finances and less time dealing with the paperwork.
But the benefits do not stop there. You will also enjoy:
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Having your investments held in one user-friendly online environment where you can get instant valuations of your portfolio
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A single point of access to a wide range of investments, many at discounted rates
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Having the freedom and control to make changes to your portfolio at the right time
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A consolidated view of your entire portfolio leading to less administration and paperwork
However, as the Ascentric Wrap is not directly available to private investors, you will need to contact your Financial Adviser if you would like to know more about how Ascentric can benefit you. If you do not have a Financial Adviser, please click here to find one in your area.