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Online services: Medics Wealth Management

Medics Wrap - Integrated Financial Management

Are you sure that you're investing as efficiently as you could be?

Do you know what your goals are, and how your investments link to them?

Have you got the time to do the research and paperwork for a complex portfolio?

 

If your answer to any of those questions is 'no' then Medics Wrap, our integrated wealth management service could be the answer.

 

Medics Wrap is an online tool that can bring all your investments together, in one place. This lets you and us as your adviser check on your pensions, shares, bonds, cash, investment trusts, unit trusts and savings accounts whenever you like, 24 hours a day.

 

Medics Wrap also allows us to do the following things on your behalf:

 

  • deal online
  • switch money between investments
  • transfer funds
  • mix and match your pension funds from multiple investment managers

 

Medics Wrap also lets you bring together all your tax-efficient products, including ISAs and SIPPs. So even completing your tax return can be easier. Contact us for more information on Medics Wrap.

Life & Health Insurance Quotations

To obtain immediate online quotations for Life and Health Insurances click here.

 

 

 

Medics Financial Services Limited is authorised and regulated by the Financial Conduct Authority

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© Medics Financial Services Limited. "Medics Wealth Management" is a trading style of Medics Financial Services Limited who are Authorised and Regulated by the Financial Conduct Authority. Registered in England & Wales. Registration Number: 1723058