At Fiske we serve a broad range of clients, including:

  • Long-term investors looking to build a store of value for their family
  • Business owners and entrepreneurs
  • Individuals who have accumulated wealth over a lifetime of hard work
  • Those who have inherited wealth, multi-generational families and trusts

We offer three levels of investment service: Discretionary Investment Management, Advisory Managed and Execution Only. You can choose whether you want to do everything yourself or to use an investment professional to make the day-to-day investment decisions on your behalf.

To help you grow your money as tax-efficiently as possible we offer Flexible ISAs and Junior ISAs. To see our new guide on Year-end tax planning 2023/24 click here.

For those saving for their retirement we provide Self-Invested Personal Pensions (SIPPs) and Small Self Administered Schemes (SSASs).

type="image" alt="Individuals page"

Discretionary Investment Management

This service is for people who wish to delegate decision-making on investment matters to a professional investment manager. Our investment team take full responsibility for all investment management decisions and the administration associated with the account.

Investment decisions are made in accordance with an investment strategy that has been agreed with you after detailed discussions. You may alter the strategy at any time.

Our services help you manage your investments in as simple a manner as possible:

  • Investment management in line with the agreed strategy
  • Regular monitoring of your portfolio
  • Additional services

Related products

Individual Savings Accounts (ISAs)

We offer Flexible ISAs and Junior ISAs (JISAs) with the facility to transfer an existing ISA or JISA to Fiske from another Plan Manager. Our Flexible ISA allows you to withdraw money from it and, later, put money back into the same ISA in the same tax year without affecting your allowance. Where appropriate, we encourage clients to make the best use of these tax efficient saving vehicles.

Self-Invested Personal Pensions (SIPPs) and Small Self Administered Schemes (SSASs)

We offer clients with SIPPs and SSASs the opportunity to invest their funds using any of our investment services (discretionary investment management, advisory managed or execution-only). We can advise on the management of income drawdown and the income and growth investment profile of such schemes. We work with third-party providers who handle the administration of these services.


We charge an annual management fee for our Discretionary Investment Management service, based on the portfolio value, a global custody charge, and transaction charges for each trade.

If you would like to read more about our Discretionary Investment Management service, click here.

What do I do if I am interested in your service?

type="image" alt="Debbie Wellfare"
type="image" alt="Monty Westall"

Please speak to Debbie Wellfare or Monty Westall by
calling 020 7448 4700.

They can tell you more about us and answer some of your questions. They can also arrange for a free introductory meeting – face-to-face, by telephone or by video conference call, whichever you prefer.

Advisory Managed

This service is for those clients who wish Fiske to advise them on their portfolio but want to make the final investment decision themselves.

We provide you with:

  • Personal advice on investment decisions
  • Personal attention to queries
  • A comprehensive dealing service
  • Additional services


We charge an annual management fee for our Advisory Managed service, based on the portfolio value, a global custody charge, and transaction costs.

Please speak to Debbie Wellfare if you are interested in this service.


This service is for those clients who do not want investment advice but simply wish to deal quickly and efficiently. It builds directly on our skills and market participation as a stockbroker.

Our experienced dealers use electronic access and personal contacts with leading market makers to provide you with an effective dealing facility.

We can trade on all major international stock markets.

Although we deal in accordance with ‘best execution’ rules we may not give investment advice to Execution-Only clients, so this service is only suitable for experienced investors.

If requested, we will provide you with dealing records of your transactions. However, it is your sole responsibility to ensure that we have sufficient cash and the required stock, in electronic form, to complete the transaction on time.

We provide you with:


We charge brokerage fees on each transaction and a flat rate global custody charge.

Financial Planning

Our Financial Planning team works alongside our Investment Managers to help provide clients with peace of mind across all their financial affairs.

Read more about financial planning

Additional Services

We also offer a range of additional services that can be of value to clients managing their investments with Fiske

Read more about our additional services