Wealthtime Ltd
The Wealthtime Private Client Service enables funds to be invested very much as clients and their Financial Advisers wish.
You can choose from a wide range of retail investments such as OEICS and Unit Trusts, from fund managers and investment providers in the UK, overseas and offshore, stocks and shares and deposit accounts. The Wealthtime Light Fund Supermarket is also available although you can use any fund supermarket you wish.
The Wealthtime Light Fund Supermarket offers the benefit of discounts and annual management charge rebates on many unit trusts and OEICS and gives advisers access to a range of funds.
It may also be possible to access Selftrade or Barclays Stockbrokers for dealing in stocks and shares or any other stockbroker of your choice.
Your clients will have access to a Designated Product Bank Account with Barclays Bank.
See our SIPP and Personal Investment Portfolio Permitted Investments List in the Literature Library and please also read the relevant Product Key Facts and visit our Fees page for more information.
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The Wealthtime Private Client Service is administered by Wealthtime Limited, which is authorised and regulated by the Financial Services Authority.
Wealthtime recommends that before making a decision regarding this service and the investments you should contact your Financial Adviser.
