Services

Private Clients

Private Clients are offered three levels of service;

• Discretionary: where the portfolio is managed by our investment managers
• Advisory: where our investment advisors provide clients with advice in relation to their portfolios
• Execution only: where clients wish to deal but do not receive investment advice

Professional Intermediaries

We offer services to Professional Intermediaries including firms of Solicitors and Accountants.

Corporate Broking

The Corporate Broking department offers advice on all aspects of corporate finance. This includes bringing a company to the market, mergers, disposals and acquisitions. We are also active in raising new capital for companies.

Institutional Clients

Our Institutional Clients are offered an advisory service that focuses predominantly on FTSE 350 stocks. This business compliments our Corporate Broking service.

Other Services

We also offer other stockbroking services including ISAs, SIPPs, and Safe Custody.