Wealth Management

Our Wealth Management Service has been developed in conjunction with the leading Fund Platform Provider Ascentric. Ascentric look after over six billion pounds of assets on behalf of over fifty thousand customers. Ascentric is majority owned by Royal London Group (RLG) and has enjoyed their financial backing since November 2007. RLG is the UK’s largest mutual insurer with a 2010 reported profit of £313m (after tax) and a 56% rise in regulatory capital to £1.6bn.

RLG’s financial strength as at 30th July 2010 was rated A- by Standard & Poor’s, A2 by Moody’s, A by Fitch. With capital backing from the Royal London Group, we believe Ascentric is well placed for the future.

 The Fielding Financial Services Wrap Account is a secure online account that brings all your investments and pensions together allowing you to view them in a single place. Because we are independent our Wrap service isn’t tied to any particular fund manager or restricted by a single product provider.

All your investments are held securely in one place leading to a significant reduction in paperwork. Our Wrap Account gives you total transparancy around the performance of your portfolio as well as the charges you pay us, Ascentric and the product provider you use.

In most cases existing investments can be transfered to the platform in specie, that is without them being disturbed in any way at no cost to you. Some investments may not be able to be held on the platform for various reasons but they will still be able to be recorded and monitored on the platform.

Why not download our brochure or contact us for more details.

FFS Wrap Brochure

 

Link to Wealth Service