Investment Platforms

A wrap platform is an online portfolio management service that allows you to view all your investments online through one secure portal. This can help you to simplify administration, tax returns, investment reviews and future financial planning.

How we can help?

MRIB Financial Services embraces the latest technology, so that at any one time you can log on to the platform and quickly understand the composition of your portfolio and how much it is worth.

Once set up, everything can be managed and supported online by MRIB Financial Services, which results in an enormous reduction in paperwork moving forward.

Switches between funds and investment strategies, as well as cash withdrawals, can all be done electronically. There is also access to information on portfolio performance and the tax position of the underlying portfolio.

This allows you to make decisions about whether to adjust funds to take advantage of annual Capital Gains Tax allowances, and also allows you to utilise your ISA allowances and manage pension portfolios, personal portfolios and investment bonds.

The value of your investments can go down as well as up and you may get back less than you paid in. 

Why not get in touch today to discuss your requirements further.

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Contact an expert

For a no-obligation consultation with one of our Independent Financial Planners, please call 01494 455616