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for if you want to research, and even buy, on-line products

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Up-to-the-minute financial news from various sources

Plum

login to our system to obtain valuations

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

The guidance and/or advice contained in this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

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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

Pensions and Wealth Management Services, Financial Services, IFA, Independent Financial Adviser, financial planning, financial advice, investment advice, retirement planning, taxation advice, health insurance, corporate advice, Southport, Merseyside, Burscough, Lancashire, Harpenden, Herts, UK