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Enhancing Client Reviews with Wrap

Strengthen the quality of your client review meetings with Barny Hower and Alex Etchells.

With the expectations around transparency, value, and personalised advice increasing, this webinar will provide you with the tools you need to deliver reviews that resonate with your clients.

Learn more and watch the webinar on-demand.

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Risk warning

The value of investments can go down as well as up, and the investor could get back less than was paid in. Laws and tax rules may change in the future. Personal circumstances and where the investor lives in the UK will also have an impact on tax treatment.