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Share Dealing Services
Helping intermediaries and their clients to invest in stock markets is part of our heritage and remains central to our thinking. However, we understand that your clients have varying knowledge of stock markets, so we have developed a range of services that reflect these different levels of experience and interest.
Execution-Only Share Dealing
If you and your client prefer to make investment decisions without advice from our professionals, we offer a competitive Execution-Only Share Dealing service where we execute your instructions across a range of investments:
- UK listed shares
- AIM market shares
- PLUS Market shares
- shares listed on major world exchanges
- corporate bonds
- government stocks
- warrants
- investment funds
- employee share options
Advisory Share Dealing
Our Advisory Dealing service enables you and your client to take advantage of our skilled and experienced investment professionals without committing to any of our portfolio management services. This service is designed for clients who wish to retain control of the decision making process when selecting investments for their portfolio but would like to seek our professional advice on stock market related investments from time to time on a one off basis.
We will offer investment advice based on the client information you have provided to us and in line with their investment objectives. Under this service we do not have a continuing obligation to keep your client's portfolio under review or any investments recommended. This means that your client would not benefit from our updated views and opinions as a result of changing market conditions which could affect the value of any investments we recommend. This service allows you to take advantage of our expert advice with no extra management charge.
What if I want you to actively manage my client's portfolio?
If you and your client would prefer a more actively managed service then you may find the Investment Managed Account or the Discretionary Account more suitable.