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PEP’s and ISA’s

Most commonly invested in ‘pooled’ funds but allowing investment in individual securities, Pep’s and Isa’s offer a tax efficient way of building capital and or providing for a regular income.

Wrap demonstration
A “Wrap Account” is an Internet based investment account and financial services product, which enables investors to view all their financial assets in one place and on one platform. Within a wrap-account one’s whole portfolio can be analysed and quantified according to monetary value, tax treatment, product type and asset class - a genuine wealth management facility. With a click of your mouse, you are able to deal online, consolidate all your investments and check your portfolio 24 hours a day from one central source. For a demonstration please click on Wrap demo. The User ID is '10611249' and the password is 'password'. Please note that it a demonstration site only.






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