If you have any queries, please do not hesitate to contact us on 01432 800 293 .
The Hereford office opened in March 2014 and is managed by Karen Harper. She is able to provide Execution-Only
share dealing and Investment Management
services including advisory and discretionary portfolio management, as well as tax efficient vehicles
such as ISAs
. Karen is assisted in the branch by Tracy Johnson, Branch Administrator.
Unfortunately we cannot accept any orders to deal via fax or email.
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- 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.
- Tax treatment depends on the specific circumstances of each individual and may be subject to change in the future.
- We do not provide advice on life assurance and other financial planning products to private clients and therefore, we are recognised by the FCA as a restricted advice firm.