Rouse Intelligent Financial Planning
WRAP Accounts

An introduction to WRAP accounts

At Rouse Limited we use a tool called a wrap to help us to manage your financial investments.

Fundamentally an advanced filing system for your long term investments, the wrap allows us and you to view your overall investments and to assess their progress as a whole.

The wrap gives access to over 2000 different funds, and also benefits us by being able to buy into the collective buying power of the wrap, thus making your investments excellent value and putting them in the best place for good returns.

At Rouse Limited we have chosen to use Nucleus, voted one of the two best wrap platforms for independent financial adviser use*. This allows us to focus less on the administration of funds, and more on the important issues for our clients - building and managing your finances and making the right investments for you.

Nucleus allows us to invest in a number of different accounts including ISAs, Pensions, Protected Rights Pensions, Offshore and Onshore Bond accounts and a general savings and investment account. We select the appropriate accounts for your purposes and manage your money to meet your life goals.

* Financial Times FT Advisor News Article June 11th 2009