Portfolio Management

As independent stockbrokers, we are not part of any other financial institution. We have no tie to any products or funds. We offer a menu of specialist services managing a wide range of investments from the whole of the market, primarily within individual bespoke portfolios. We can offer you transparency and flexibility whilst ensuring that your objectives are met efficiently and successfully.

As investment managers, we do not provide advice on life insurance and other financial planning products which might be more relevant to private clients and therefore, we would be classified by the Financial Conduct Authority (FCA) as a restricted advice firm.

Discretionary Investment Management Service.

A significant portion of our clients choose to have their investments managed by the firm on a discretionary basis : Ideal for the investor who prefers a ‘hands off’ approach. This is where tactical decisions are made by us and acted upon without quickly and smoothly, leaving you to concentrate on your other priorities. This service is particularly suited to people who want to be kept up-to-date with their finances, but either do not have the knowledge or expertise to manage their own portfolio, or do not want to monitor their investments on an active basis - whether it's because they lead busy day-to-day lives or they are enjoying retirement and wish to travel. Some of our clients work abroad and are happy that their interests are being looked after when they are away. Others simply wish to rest easy knowing that their assets are receiving professional care and attention and they can make as much or as little contact as they like. The account will be managed strictly in accordance with the investment objectives previously agreed with you. On ethical or risk grounds, you may choose to have restrictions in place on the account, which will be recorded in your file, and these will be followed before any investment decisions are taken. Should your situation change in the future or your investment objectives need re-visiting, you can change the way your account is managed at any time by simply informing your Portfolio Manager.

Advisory Managed

For clients seeking a more active role in the investment process. Your Portfolio Manager follows an agreed brief, only consulting you regarding any changes that our advisers consider appropriate - yet your approval is final. You retain ultimate control, knowing that your investments are being expertly watched.

Advisory Services

When you are confident in controlling your own investment initiatives but would occasionally request isolated advice on a wide range of potential investments. We are able to offer advice on a full range of investment instruments including most listed shares, gilts, corporate bonds and collective investments - as well as funds such as unit trusts, OEICs, investment trusts and Exchange Traded funds and commodities. We can also offer more specialized investments provided if they are suitable for you. Any investment management service will be based on a comprehensive assessment of your personal financial situation including your objective, your attitude and your capacity for taking risk.

Execution-only Share Dealing.

Our execution-only share dealing service is ideal for people who want to talk to a stockbroker before executing a trade. We offer no advice as to whether such an investment is suitable for you, we simply act on your instructions. We may contact you or keep you up-to-date with the latest financial and investment news, and/or discuss certain investment opportunities with you - but these will not constitute a personal recommendation. For further information, please write to us.

As stockbrokers, we offer a specialist service managing a wide range of investments from the whole of the market, primarily within individual bespoke portfolios. We do not provide advice on life insurance and other financial planning products which might be relevant to private clients and therefore, we are recognised by the Financial Conduct Authority (FCA) as a restricted advice firm.

Investments and income arising from them may fall in value and you may get back less than originally invested. The services and investments referred to in this website may not be suitable for all private investors; before taking any action based upon this website you should seek deeper discussions with ourselves or an independent adviser.

Theme Colors
Layout Style
Background Pattern