You will have everything you need to ease the regulatory burden and increase your profitability with support from our team of experts.
We believe that Wrap offers an enormous opportunity to build tangible value within your business which is why we have developed ‘Clear’.
Realise the true value of your business, now and in the future
‘Clear’ is our new wrap proposition - a business model and set of tools built around wrap that will help you to evolve the way you work.
Our buyout scheme also offers an exit strategy, where we will be prepared to purchase the assets of businesses operating in this way for up to 5 times the value of regular income, including trail and regular fee income!
We are now able to offer a choice of two platforms, Lifetime and FundsNetwork. Both are integrated with ‘Clear’ and we will continue to review the emerging market place for other platforms that we feel are appropriate to the ‘Clear’ way of doing business.
Benefits of Wrap
A wrap platform enables an adviser to take a holistic approach when looking at a client’s overall financial affairs. This, combined with asset allocation and professionally managed discretionary portfolios, including fund of fund or multi-manager strategies, allows the adviser to become a true wealth manager for his client.
This leads to the following benefits:
- An adviser can see the overall client position
- It ensures that all the clients' assets are invested in the best areas for them to achieve their objectives, rather than concentrating on product sales.
- It ensures that the portfolio can easily be changed and updated as markets and fund performance moves and valuations are constantly up-dated.
- It builds a much stronger relationship with the client.
- It greatly increases the quality of the service the adviser provides and justifies the trail commission received.
- It provides ongoing fees to cover your ongoing service for the client.
CLEAR Advantage
Clear
Advantage is designed to do exactly what it says - give you
that extra advantage. We have introduced a series of deliverables under
the Advantage brand so that advisers have a dedicated channel through
to like minded investment advisers and to the expertise of key fund managers
and research specialists.
Read our latest Clear
Advantage Newsletter here 
Want to Know more?
To find out more about our wrap proposition, you can download our 'Clear' brochure by simply clicking here 
