Share Prices & Company Research

Dealing with Advice Service

A personal and proactive service ideal for providing you
with advice on specific stocks and shares.

A Personal and Proactive Service

Direct access to a qualified adviser to discuss investment opportunities.
Direct access to a qualified adviser to discuss investment opportunities.
Complimentary subscription to our fortnightly newsletter Equity Insight.
Complimentary subscription to our fortnightly newsletter Equity Insight.
This service can cover any tax-efficient vehicles that you already have with Redmayne Bentley.
This service can cover any tax-efficient vehicles that you already have with Redmayne Bentley.
Call now on 0113 243 6941 or search for your local office

Dealing with Advice Service

Advice can be provided on a full range of financial 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.
A Proactive Approach
Dealing with Advice Service

The advice provided will relate to the adviser’s view of the suitability and prospects of the investment at the time the advice is given. It will be based on a comprehensive assessment of your personal financial situation conducted by your adviser at the outset and periodically thereafter. As part of this assessment your adviser will consider your investment objectives along with your attitude to, and capacity for taking, risk.
Our Dealing with Advice Service is only available for medium, medium/high and high risk mandates.

Call us to find out more

How much does it cost? 

 
A service charge of £400 plus VAT per annum is payable in advance in quarterly instalments. This charge is subject to annual review.

Commission on transactions will be charged in accordance with our Investment Management Dealing Commissions published in our Guide to Services and Charges

Additional administration fees will also apply to our custody services and any tax-efficient vehicles which fall under this service agreement, for example our ISA and SIPP schemes.

How can I find out more?
 

If you would like further information on our Dealing with Advice Service, you can call your local Redmayne-Bentley office who will be able to provide you with further details.
Alternatively, you can explore our other services, including our range of investment management services, to see if they are more suitable for your needs.
Call now on 0113 243 6941 or search for your local office

Explore our range of Investment Management Services

Why not explore our full range of advisory and discretionary managed services:

Discretionary Managed Service

Learn more

Advisory Managed Service

Learn more

Inheritance Tax Portfolio Service

Learn more
Get in touch today
Join Redmayne Bentley
Talk to us now about opening a new account or transferring your account from another provider
0113 243 6941
Get in touch today
Contact your local office
Contact your local office to find out more
The value of your investments and the income from them may go down as well as up, and you could get back less than you invested.
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