Know where your money is with Wrap – instant financial reporting.

Most of us have a legacy of financial holdings and investments that are split across different products, sectors and providers. Trying to work out how they all fit together and evaluate their performance can be a very complicated process. Wrap is an innovative solution, placing investments, savings and pensions into a single manageable account.

How does it work?

Wrap makes the process of saving and investing far more streamlined and transparent. As your intermediary we manage the Wrap and it allows us – and you – to see your entire portfolio in one place. With easy-to-navigate, online access to your account, Wrap gives you at-a-glance reporting on how your money is performing.

The Macbeth Scott & Co Life and Pension Services Wrap offers access to the entire market. It places you at the centre of the asset management process and combines excellent service with unrivalled asset and fund selection. All of which means we can offer a consistent approach, a more efficient service and instant reporting to help you build a more successful financial future.

What funds can be managed?

Unlike many asset management solutions, Wrap provides access to the entire market from tax wrappers to investment vehicles.

The Wrap proposition has developed significantly over the last 10 years, and Macbeth Scott & Co Life and Pension Services now use a range of platform providers, enabling you to hold a range of investment strategies and investments.

Select from the widest range of financial planning, saving, investment and tax wrapper arrangements. The level of flexibility allows a diverse range of investment vehicles from unit trusts, OEICs, investment trusts and exchange-traded funds to direct shareholdings, corporate bonds, gilts and cash accounts – to name just a few.


The Macbeth Scott & Co Life and Pensions Services Wrap includes more than 3000 different investment funds over 120 investment management companies and offers a wide choice across every sector.

  • General Investments
  • Pensions
  • Income Drawdown
  • ISAs
  • Onshore Bonds
  • Offshore Bonds

Why choose WRAP?

Here are the top reasons to use Wrap:

  1. The ability to manage your wealth in one place
  2. Easily track investments
  3. Online access for quick decision making and on the spot valuations
  4. Flexibility of income vs growth
  5. Access to a clear and transparent financial history including charging information
  6. Tailored to your risk appetite
  7. Tax returns made easier

Is Wrap right for me?

There are a few key questions to ask yourself when selecting your asset management solution. If your answer is ‘yes’ to any of these questions, then our Wrap service is almost certainly for you:

Could I benefit from intelligent financial planning on a holistic level?

Do I have a range of holdings across several different product types?

Do I have assets totalling more than £50,000 across pensions, savings and investments?

Could I benefit from transparent costs and charges?

Do I require professional advice as part of my asset management service?

Talk to us about how Wrap could benefit you

Macbeth Scott & Co Life and Pension Services Limited is authorised and regulated by the Financial Conduct Authority.   You can find Macbeth Scott & Co Life and Pension Services Limited on the FCA register at

The guidance and/or advice contained in this website is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK.  The FCA does not regulate tax or estate planning.  Please note that the value of investments may go down as well as up and investors may get back less than they invest.  Where these pages refer to investment performance it should be remembered that past performance is not a reliable indicator of future performance.

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients.  Full details can be found at

Macbeth Scott & Co Life and Pension Services Limited is registered in England & Wales. Company number: 01144365. Registered Office: 3 New Road, Kendal, Cumbria, LA9 4AY.