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Platforms, Wraps and Fund Supermarkets

Where appropriate, we will use a platform, wrap or fund supermarket for pensions or investments. Such a facility can offer:

• Access to a very wide range of Unit Trusts and Open Ended Investment Companies(OEICs)
• Access to direct equity investment
• Access to other investments such as Exchange Traded Funds (ETFs)
• Internet access for up to date valuations
• Cheap switching facilities

You can see the typical benefits by looking at the Transact website

Pensions & Wealth Management Services Ltd is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do). FSA Registration No: 455109

The Financial Services Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.

The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

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Pensions & Wealth Management Services Ltd
Registered Address:
Suite 26, Century Buildings, Brunswick Business Park, Tower St, Liverpool, L3 4BJ

Registered in England & Wales, No. 5860471

Neither Pensions & Wealth Management Services Ltd nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.