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Wrap is one of those good words which immediately
creates a picture in our minds. We wrap up in cold weather, we
wrap up presents, our food is usually wrapped so the idea of putting
something around things comes naturally to us.
Most of us own a mixed bag of financial products, which
we have bought in a somewhat haphazard manner during our lives. Transact
is a financial Wrap which allows us to gather this financial history into
one place and to bring some coordination to your investment objectives.
Think of the Money Solutions Wrap as an umbrella under
which we can bring all of the different types of savings you may have
- PEP, ISAs, all types of pension, shares and even cash on deposit. With
everything in one place we can apply the same investment strategy to all
of your investments to help you to achieve your financial objectives.
Wraps come in different shapes and sizes, so Money Solutions
conducted extensive research before deciding that the Transact
Wrap allowed us to give the best value for money independent advice
available in the UK. Transact is a service, not a product. Transact simply
carries out the instructions which we give it on your behalf - for instance
to buy or sell the funds which earn money in your portfolio.
Our clients tell us that
the majour benefit of the Money Solutions Transact Wrap is its complete
transparency. In our investment process nothing is hidden, you see all
of the costs that you pay associated with your investments including the
Money Solutions charges.
Transact is authorised and regulated by the Financial
Services Authority.
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