My investments were scattered across different providers and I’d taken benefits from some and not others. I needed a way to simplify my affairs. I wanted to adopt a more proactive approach and take charge of my investments without having to look up valuations manually on a daily basis.
I arranged a meeting with Carrington Investments. They took time to understand my needs, what was important to me and where I wanted to be. Eric then reviewed all of my holdings and arrangements, and recommended I consolidate everything – my pensions and investments – into the one place, their wrap.
As well as taking charge of my investments, the wrap enables me to view my valuations at the “push of a button” through my online access. It provides access to a far broader range of investments than was available through my previous policies. I have a core investment strategy, agreed over with Eric, which is aligned to my risk tolerance. I also make tactical judgments as I see fit. Given my passion for investing we have a two-way dialogue and I feel like I’m totally in control.