Many of us own an assortment of financial plans and investments which we have accumulated at various times in our lives. The Transact Wrap Account is an account which allows us to gather all of these plans in one convenient place and then to have them managed in a co-ordinated investment strategy.
Think of the Integra -Transact Wrap as Financial Umbrella under which we can collect all of the different forms of savings you might have - eg. Pep's, Isa’s, Pensions, stocks and shares, unit and investment trusts, even cash. Once everything has been pooled together, we can apply a coordinated investment strategy, to help you achieve your financial objectives.
There are numerous Wrap Accounts in the market place today and Integra Financial has conducted extensive research into this area. We have chosen Transact as not only are they one of the oldest of the Wrap providers but they also offer some of the widest range of accounts. It enables us to give completely impartial advice, in the most transparent value-for-money manner possible.
Remember, the Transact Wrap Account is a service, it is not a product. Transact simply execute instructions which we place on your behalf – for example, to buy or sell the funds within your portfolio.
Transact is authorised and regulated by the Financial Conduct Authority.
Our clients tell us that a key attraction of the Transact Wrap is its complete transparency. In our investment process nothing is hidden and clients can see all the costs associated with their investments including the Integra charge. We are remunerated solely by our clients and do not receive income from any other source. This is a vital aspect to our advice process, ensuring that we have no product or product provider bias.
You can find out more about Transact and how it adds value to your financial planning by visiting their website - just click here to view the Transact site.
The value of investments and the income from them can fall as well as rise and past performance is not a guide to future performance. You may get back less than you invested as investment returns are not guaranteed.