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Our Stockbroking Service

Our Stockbroking Service offers experienced investors access to custody, dealing and research expertise. 

Designed for those who are sufficiently knowledgeable and experienced to manage their own investments, this service is ideal for clients who require access to dealing and custody services. 

Founded in 1989 as a stockbroker, our expertise stems from our knowledge of the stock market, and our ability to help our clients build appropriate investment strategies. 

As one of a few remaining firms committed to offering full-service stockbroking, we have won multiple awards for the personal service we provide. 

Best Full SIPP Provider 2023

Investors Chronicle & Financial Times

Best Full SIPP Provider


Discretion/Advistory Award

Investors Chronicle & Financial Times

Best Discretionary/Advisory Service


COLMWA Best Advisory Service 2023 Square


Best Advisory Service


2021 Readers Choice

Investors Chronicle & Financial Times

Readers Choice


Past performance is not an indicator of future results

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. 

Learn more about our Advised Investment Service

Enquire today

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Talk to an Adviser:

+44 (0) 20 7337 0777