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A Summary of our Service Levels

Execution-Only Share Dealing Services

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.

Investment Management

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 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.

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.

Please note investments and any income arising from them can fall in value and you may lose some or all of the amount you have invested. Tax treatment depends on the individual circumstances of each individual and may be subject to change in the future. 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.

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Call now for a no obligation discussion: 0113 200 6560

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Use our enquiry form or write to us if you have any questions regarding our products and services.

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