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We provide different levels of service depending on your own needs and individual risk profile.
We act on your instructions and offer no advice as to whether such an investment is suitable for you. We may contact you, and/or discuss with you, certain investment opportunities but these will not constitute a personal recommendation. We offer a number of regular e-mail newsletters (some available by post) to keep you up-to-date with the latest financial and investment news. For further information and to subscribe, please visit the subscription centre.
Our execution-only share dealing service is ideal for people who want to talk to a stockbroker before executing a trade. For further details please contact your local branch or call 0113 243 6941.
This refers to our various discretionary services where we manage your portfolio for you and make the decisions on your behalf, and also our advisory services where we provide you with advice on managing your portfolio.
As stockbrokers, we offer a specialist service managing a wide range of investments from the whole of the market, primarily within individual bespoke portfolios. We do not provide advice on life assurance and other financial planning products which might be relevant to private clients and therefore, we are recognised by the Financial Conduct Authority (FCA) as a restricted advice firm.
Our discretionary service is not subject to this description, although our procedures and disclosures to you will be the same as for advisory clients.
We offer advice on a full range of investment instruments including most listed shares, gilts, corporate bonds and collective investments and funds such as unit trusts, OEICs, investment trusts and Exchange Traded funds and commodities. We may also offer more specialised investments if they are suitable for you. We also provide these services for charities and trusts.
Any investment management service will be based on a comprehensive assessment of your personal financial situation including your objectives and your attitude and capacity for taking risk.
If you would like more help with investment decisions or wish to place the management of your portfolio in expert hands, please contact your local branch or call 0113 200 6560 and we will discuss with you whether the following services suit your needs.
Investments and income arising from them can fall in value and you may get back less than originally invested. The services and investments referred to in this website may not be suitable for all private investors; before taking any action based upon this website you should consult ourselves or an independent adviser.