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Wealthtime Select
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About the provider
Wealthtime Select is a small, independent, customer centric wrap platform founded in 2009. We work closely with advisers to administer pensions, savings and investments in a cost and tax efficient way to support advisers and their clients from accumulation to retirement.
Our in-house online platform technology offers a full suite of portfolio and client reporting tools; this is supported by our industry leading customer service team who have extensive experience and knowledge of the SIPP & Wrap industry.
We provide an extensive number of tax efficient wrappers and access to a wide range of retail collective investments. We have a simple pricing structure with an all-inclusive platform charge and no additional charges and a flexible range of adviser fee options.
Wealthtime is independently owned and operates profitably.
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AnaCap Financial Partners (subject to regulatory approval)
£2.5bn as at 30 September 2023
Proprietary technology
Integrations
Integrates One Way
Integrates Both Ways
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