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Which Service Should I Choose?

We offer three levels of service: execution-only dealing, advisory and discretionary investment management. The most appropriate service will depend on the funds available and your lifestyle.

Share Dealing

Execution-only sharedealing is appropriate for people with the time, interest and knowledge to dedicate to looking at investments themselves and watching them for the appropriate time to buy or sell.

Advisory Service

The advisory service is designed for people with all levels of experience who want to take an active interest and be in control of the construction and ongoing maintenance of their portfolio, but wish to take advice on the strategy employed and the assets to be held.

As stockbrokers, we offer a specialist service managing a wide range of investments from the whole 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.

Discretionary Services

The discretionary investment management service is particularly suited to people who want to be kept up-to-date with their finances, but either do not have the knowledge or expertise to manage their own portfolio, or do not want to monitor their investments on an active basis - perhaps because they lead busy day-to-day lives or because they are enjoying retirement and wish to travel.

Investment Risk »

  • Investments and income arising from them can fall in value and you may lose some or all of the amount you have 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.
  • If you require more guidance 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 the suitability of our services and products.

Info Point

Learn more about investing:

Stock Market for Beginners »

Which Service Should I Choose?

Investment Risk »

Understanding Shares »

Types of Investment »

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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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