Cambrian Associate's bespoke Wrap is an active fund management
system which allows clients with multiple plans to manage them in a
single location, manage funds online and get family discounts, and our clients can now get information on all the recommendations and switches from our new Wrap Update section on the Cambrian Associates website.
Most importantly, Wrap monitors the performance of all funds in the
company's portfolio, recommending the best and excluding those which
are not performing from recommendation to clients. Cambrian Associates'
clients can opt for Gold, Silver or Bronze plans, with Gold clients'
having funds reviewed on a quarterly basis.
Those on Silver or
Bronze plans can keep up to date with the latest recommendations here,
and request switches by contacting our Wrap Manager, Penny Wareing,
on 01244 526328 or penny.wareing@cambifa.co.uk. To receive notifications of updates directly sign up to the RSS feed.
Cambrian Wrap Update: all the latest fund recommendations from our website
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