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Share Dealing Services
Helping clients to invest in stock markets is part of our heritage and remains central to our thinking. However, we understand that our 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 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 clients 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 in the selection of investments for their portfolio but would like to seek our professional advice on their stockmarket related investments from time to time on a one off basis.
We will offer you investment advice based on the information you have provided to us and in line with your investment objectives. However, under this service we do not have a continuing obligation to keep your portfolio or any investments recommended to you under review as we do for the Investment Managed and Discretionary Accounts. We will ensure that the advice is suitable for you at the time it is given but we will not be responsible for contacting you after the advice has been given should our opinion subsequently change or market conditions affect the value of any investments we recommend. This service allows investors to take advantage of our expert advice with no extra management charge.