Capital at Risk.
Please do remember that as with all investments, your capital is at risk. Past Performance is not an indication of future performance.
What’s included with our Stockbroking Service?
Whether managing your own portfolio or acting on behalf of trustees, dealing in your own company stock or investing in a new issue, our Stockbroking Service provides access to:
- A dedicated Investment Manager
- Dealing and custody services
- Our online investment portal
- Regular investment ideas
- Derivatives and options
Further benefits of our Stockbroking Service include market access for even the most challenging orders and dealing in major foreign currencies.
What is unique about our Stockbroking Service?
Our in-house team has established industry relationships that give you every chance of securing the best price for stocks in the UK and abroad. We also have direct access to all international markets and standard order types, including algorithms.
Independent thinking in action
Independent ownership frees us from the demands of external stakeholders, so we have no conflicts or ties and can develop the most suitable portfolio to help you achieve your goals.
Direct investment to reduce your costs
We aim to reduce net transaction cost to clients where we can through direct investment in equities, removing additional charges from third-party managers.
Rigorously researched investment ideas
We invest significantly in our own independent research and share insights with clients, rigorously evaluating all investments through our committees.
How our Stockbroking Service works
Our Stockbroking Service provides you with access to a dedicated Investment Manager who acts as your single point of contact, supporting you with guidance relating to trade execution and any administrative matters.
In addition to helping execute your investment decisions, you will gain access to the latest investment ideas from our independent Research Team to support with actioning your investment plans across equities, bonds and funds.
Choosing between our Stockbroking and Advised Investment Service
Both our Stockbroking and Advised Investment Service provide access to a dedicated Investment Manager, however, they are suitable for clients with different preferences and requirements.
- Our Stockbroking Service is suitable for investors with significant experience navigating financial markets. It does not cover the construction or ongoing asset allocation of the portfolio.
- Our Advised Investment Service is suitable for investors with any level of experience as clients have the support of a dedicated Adviser to guide them in making and executing investment decisions.
Awards & Testimonials
Mike Pate
Partner, Chief Client Officer
“Very prompt and efficient personal service for many years.”
Mr D, London
Lucy Smith
Investment Manager
"Lucy has always made me feel comfortable and assured, when making investment decisions. She is clearly incredibly knowledgeable, and yet has a skill of explaining this knowledge in clear and simple terms.”
Eve, London
William Page
Senior Investment Manager
"Will has been fantastic with helping us plan for the future. He understands our goals and objectives and what we are looking to achieve. We couldn't ask for a better Advisor."
Mr Hill
Investors Chronicle & Financial Times
Stockbroker
5* Winner
Investors Chronicle & Financial Times
Wealth Manager
5* Winner
Investors Chronicle & Financial Times
Stockbroking Customer Service
Winner
Past performance is not an indicator of future results
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