Not so long ago, to achieve investment diversification one had to purchase lots of different funds from a wide range of investment managers.
This meets the basic need for diversifying one’s investments, but from an administration point of view, the greater the investment diversification, the greater the amount of administration and the higher the volume of paper arriving at your door. Thankfully, it is now possible to diversify holdings across different ethical funds, from different managers, and yet retain a single ISA or investment 'account'. Known as a ‘Wrap’ or ‘Platform’ service, we have fully integrated this service in the financial advice that we offer. Indeed, with increased regulatory requirements we now have to charge higher fees to clients whose assets are not held on a platform.
We are free to select the best investment funds for each client and, where appropriate, recommend changes to the funds held to meet growth or income requirements, all within a single administration account.
At Ethical Investors, we would be delighted to help you with the Consolidation process. In order to do this, you will need to provide us with information on all of your existing plans. For further information on becoming a client of Ethical Investors Group please contact our Head Office.