Advisory Service


Tailored Advice

If you prefer to be involved in the decision making process our advisory service provides you with expert and personal investment advice. We will make recommendations based on our knowledge of your individual requirements and complete financial background, and will act only once you are in agreement with our recommendations or, alternatively, you have given us instructions of your own. Your portfolio will not be kept under continuous review, but we will advise you on the merits of a particular investment at your request, as well as on its suitability to your portfolio as a whole. There is no additional charge for the advisory service.


Quality of Advice

Our advice is based on quality research and the skills, knowledge and experience of our professional brokers. We ensure that we receive research on the UK and International markets from a variety of external sources.


Profitable Opportunities

We aim to provide the advice clients need to improve the return on their investments - whether they are short-term traders or long-term investors. We advise clients of potential opportunities, place orders once a course of action has been agreed and will monitor subsequent performance. You will benefit from our experience, investment ideas and access to market information, whilst retaining control over the final decision on any action.


Scope of Advice

There are a growing number of investment products available hence good selection is vital. With the ever increasing complexity of these investments professional help has never been more essential. Your broker is there to build a relationship with you, as your trusted advisor, exchanging ideas and keeping you informed. You can discuss everything from risk management and achieving your investment goals to how to best buy or sell shares. We are pleased to offer our opinion on all investment matters, including take-overs, mergers, rights issues and forthcoming new issues.


Investment Bulletins

An investment bulletin is published regularly outlining our thoughts on markets generally as well as giving specific recommendations.