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Our investment approach

We listen to what you want from your investments and work with you to deliver it. Our bespoke personal service means that nearly every client portfolio is different.

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Our history

Our investment managers know their clients well and can always be called upon to provide unbiased advice based on a close and longstanding knowledge of their affairs.

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Our team

The team at Fiske are experts in their field and collectively we offer clients several hundred years of investment and operational experience.

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FAQ

Here are answers to questions often asked by our clients. Contact us on info@fiskeplc.com if you cannot find the information you need.

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Additional Services

We offer the following additional services to our investment clients

All clients receive

  • Online access so you can view your portfolio and investment activity securely and easily
  • An annual consolidated tax certificate
  • A contract note for each transaction

Clients using our Discretionary Investment Management or Advisory Managed services also receive

  • Online access so you can view your portfolio and investment activity securely and easily
  • An annual consolidated tax certificate
  • A contract note for each transaction
  • Quarterly valuations and reports
  • An outline computation of capital gains
  • An account for un-invested cash
  • Regular transfers of income to your bank (if required)
  • A nominee and custody service

Other Services

Client Deposit Account

Cash held as part of your portfolio will be held with either National Westminster Bank or another carefully selected top tier retail bank. At present no interest is paid on cash holdings.

Nominee Services

In order to deliver the most efficient settlement service we hold all stock for clients in our nominee company, Fiske Nominees Limited. This allows us to handle all the settlement administration on your behalf. However, you remain the beneficial owner of the assets at all times.

Fiske Investor Portal Registration

Please complete the registration form below

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