Services

WBS gives firms access to a broad range of tax-efficient wrappers to support different client needs and investment objectives. Our flexible approach helps simplify administration while enabling firms to deliver scalable and efficient wealth management services.

Through WBS, firms can access a comprehensive range of investment wrappers and product structures designed to support long-term wealth management and financial planning. Whether you require integrated ISA management support or access to leading SIPP and offshore bond providers, our flexible service model helps ensure you can offer the right solutions for your clients while maintaining operational efficiency.

WBS is an ISA plan manager and we can also support you if you are an ISA plan manager and want to retain that responsibility yourself.

For SIPPs and Offshore Bonds, we access an extensive panel of providers to support your needs and ensure you have the right range to properly support your customer.