We have a team of 8 investment advisers / brokers with an average of 28 years’ experience.
We offer a comprehensive range of share dealing services with access to our in-house research, unbiased expertise and execution capabilities. We also provide nominee services.
Clients can opt to deal on an execution only basis or receive investment advice while still retaining control of the decision-making process for all transactions for their portfolio, or take advantage of our investment professionals who can provide comprehensive advice on global markets and a broad range of financial instruments and opportunities.
Clients can view their portfolios at any time on the internet, by way of a confidential password that we supply to you, upon request.
SHARE DEALING SERVICES
Execution only clients make their own investment decisions but have access to our brokers and dealers to ensure trades are executed as fast and as efficiently as possible.
Instructions can be taken across a wide range of asset classes including; UK listed shares, shares quoted on major overseas exchanges, exchange traded funds, corporate bonds, gilts, investment funds.
We have a dedicated team of dealers that constantly look to improve on prices, and can access different market places.
Advisory Share Dealing
Advisory share dealing is more appropriate for investors who want impartial, unbiased advice and counsel on certain assets and transactions. Clients retain control and make the final decision on all investments.
Clients have a designated investment adviser and can consult and seek counsel on a wide range of asset classes including; UK listed shares, shares quoted on major overseas exchanges, exchange traded funds, corporate bonds, gilts, investment funds.
ISAs are ring-fenced from the rest of your financial affairs. You can build your own portfolio of investments within a tax-efficient account, choose qualifying investments such as shares, fixed interest stocks, gilts, unit trusts and investment trusts.
You can also help secure the financial future of your children with a Junior ISA. Working on the same principles you can build up a fund for your children in a tax-efficient way.
Regular updates, valuations and statements are sent to all clients.
For further information, please call 01293 517744 or email email@example.com
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