ADVICE & DEALING
What does this service offer?
- A dedicated investment manager who can offer advice, discussing individual investment ideas and general market overviews. Your investment manager can be as reactive as you wish.
- Access to research on the UK and international markets, economies and currencies.
- The services of our highly effective stockbroking team.
Our aim is to provide a simple, commission-only approach to trading for clients that prefer to make their own investment decisions and want to be involved in the day-to-day management of their investment portfolio.
Our in-house, 22-strong research team conduct thorough market coverage analyses on the UK and international markets, economies and currencies, as well as meeting with companies and third party researchers.
Share your goals with us
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Award-winning Investment Director
Winner, Wealth Manager of the Year– City of London Wealth Management Awards 2017
Gold Rating, Diary of a Fund Manager – Portfolio Adviser Wealth Manager Awards 2017
Winner, Outstanding Achievement – City of London Wealth Management Awards 2016