Values to Vision Financial Planning uses a wrap approach to helping clients make sense of their money. A wrap is a service whereby a client can open and run various different savings and investment pots all in the one place.

For example, the leading wrap providers in the UK offer the facility whereby clients can run their pensions, ISAs, unit-trusts, shares, investment bonds (both onshore and offshore) all from one web-based portal.

Wraps offer our clients the ability to have complete and instantaneous access to the entire value of their invested worth at the click of a mouse. Wraps take the hassle out of financial services - no more inept insurance company administration. The value this adds to our client's lives is immeasurable!

The better wraps also give clients access to investment funds not normally available to UK individual investors. These include specialist institutional investment funds which are run at a fraction of the cost of the mainstream funds advertised to the general public.

Our chosen wrap service is provided by Transact. The longest running UK wrap provider, we believe Transact offers an enviable combination of value, service and experience. More information can be found here and in the Library link on the left.

As a client of Values to Vision, you will be able to benefit from the wrap approach to making sense of your money. Both existing and new investment assets can be placed onto Transact. Wherever possible, this will be the case - we simply cannot offer holistic financial life planning under the old, broken model of liasing with various insurance companies and their chaotic administration.