Services

As a leading provider of stockbroking and investment management services in the area, the team of experienced and friendly professionals in Worcester offer a range of flexible services. If you would like more detailed information or a personal consultation, please contact Mike Davies.

Download the Worcester brochure now

We offer a comprehensive range of investment services for private investors, corporate clients, charities and trusts. More detailed information can be found in our brochure.

Our services include:

Discretionary Account
Investment Managed Account
Inheritance Tax Portfolio Service
Stock market investing
Tax-efficient Investing
Estate and Probate Valuation Services
Deposit Accounts
Nominee Service

Download the Worcester brochure now