Located in the centre of the city, ten minutes’ walk from the University of Cambridge and at the heart of the high-technology centre known as Silicon Fen, the Cambridge office was opened in June 2013 by Mark Rigby and is joined by Luke Simmonds.
Our aim is to demystify the workings of the stock market and to be accessible to both new and experienced investors. Whether you are investing £100 or £1,000,000 we can offer personal attention and a range of services to suit you. We are happy to work with other advisers such as your Accountant, Solicitor or Independent Financial Adviser (IFA).
We offer a wide range of services to private clients, companies, trusts and charities, and are happy to visit you at home or at work, across East Anglia.
Our services include:
Execution-only Share Dealing in UK and Overseas stocks
Extended settlement available (T+20 trading)*
Bespoke Portfolio Management
Stocks and Shares ISAs & JISAs - we levy no charges for the transfer in of ISAs from other managers
Self Invested Personal Pensions (SIPPs)
Nominee Service or Certificated Dealing
Crest Sponsored Membership
Inheritance Tax Portfolio Service
Probate Valuation Service
FREE Regular Investment Communications
Please do not hesitate to contact Mark Rigby on 01223 451151
or Luke Simmonds on 01223 451152
if you would like further information on any of the above services or, alternatively, you are very welcome to call in to our offices (see map)
*Extended settlement periods can sometimes be arranged but this must be done in advance of dealing and will normally incur an extra charge from the market.