Provides you with direct access to UK and overseas equity markets and various asset classes, and allows you the option to talk to a qualified stockbroker before executing a trade. 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.
Most deals can be completed immediately over the telephone, but you are welcome to call into your local Redmayne-Bentley branch office if you prefer.
Whether you are buying or selling shares for the first time, or you are a seasoned investor, we aim to offer you a personal stockbroking service. Our stockbrokers are happy to discuss your investment objectives, your available options and provide timely and relevant information. Under this service, all the decisions on what to buy and sell are yours.
If you prefer, we can liaise directly with other advisers such as your accountant, solicitor or Independent Financial Adviser (IFA).
Our expertise is in stock market investments; we offer access to all listed investments and provide truly bespoke portfolios. We do not provide advice on all financial products; therefore, we are recognised by the Financial Conduct Authority as a
restricted advice firm.
Our discretionary services are not subject to this description, although our procedures and disclosures to you will be the same as for advisory clients.
We offer advice and deal in 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.
Advisory (including our Dealing with Advice service) and discretionary management services will be based on a comprehensive assessment of your personal financial situation including your objectives and your attitude and capacity for taking risk.