Share Prices & Company Research

Intermediaries

Working with you, for your clients.

WORKING WITH REDMAYNE BENTLEY

At Redmayne Bentley we provide a wealth of experience in bespoke investment management and stockbroking. Our office locations allow us to offer a high-quality service to match the specific needs of your clients wherever they are located.

We emphasise a genuinely bespoke approach to investment management, and we believe it is important to develop strong relationships with both you and your clients, based on trust and mutual understanding. We aim to provide a personal service which delivers high-quality economic investment management, with good long-term performance.

A MUTUALLY-BENEFICIAL  PARTNERSHIP 

We can work with you to help you:

  • Reduce your risk - you transfer the investment risk to us.
  • Maintain your income - we can pay you based on our current understanding of the RDR rules providing the client has agreed to this payment and you maintain a relationship with your client, reviewing their situation regularly.
  • Maintain your client relationships - you choose whether we communicate through you or direct with your client, with copies to you.
  • Service all your clients - we offer our Advisory and Discretionary Managed Service from £50,000. Execution-Only Stockbroking and our Dealing with Advice service are also available for clients who wish to make their own investment decisions.
  • Manage the relationship effectively - use our Intermediary Web Access (IWA) service to view all your clients’ portfolios online, including the ability to allow management or compliance to view all whilst individual advisers are restricted to their own clients.
  • Grow your client base - there is the potential for cross referrals of Redmayne Bentley clients who require financial advice.

OUR SERVICE LEVELS

We offer a range of investment management and stockbroking services:

Advisory Managed Service 

The Advisory Managed Service is designed for clients 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.
 

Discretionary Managed Service

The Discretionary Managed Service can be tailored to suit your clients’ individual circumstances, objectives and timescales. For instance a portfolio can be constructed to provide regular redemptions to pay for school fees or high levels of income to supplement a pension, or an increased risk profile to try and achieve higher levels of capital growth for when it may be needed in future years.


Inheritance Tax (IHT) Portfolio Service

The Inheritance Tax (IHT) Portfolio Service is designed to help limit the effect of inheritance tax without limiting access to and ownership of the capital. By taking advantage of Business Property Relief (BPR) on qualifying shares your client can claim 100 per cent tax relief once the investments have been held for two years.
‚Äč

Dealing with Advice Service

Our Dealing with Advice service is designed to assist clients on a proactive or reactive basis, providing advice on individual transactions. However, investments are not monitored on an on-going or holistic basis which is the case with our Advisory Managed Service.
 

Execution-only STOCKBROKING Service

Our Execution-Only Stockbroking Service provides access to global markets for clients who wish to make their own investment decisions.
 

Intermediary WEB ACCESS (IWA)

Our dedicated Intermediary Web Access (IWA) site allows you access to view all of your clients' portfolios securely and online.
 


CONtact us

For further information, or to request a Due Diligence pack or a copy of our Agent Terms of Business, please e-mail james.scott.andrews@redmayne.co.uk
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
We use cookies on this site to improve your experience and help us provide you with a better website. An explanation of the cookies we use and their purpose can be found within our Cookie Policy. Your continued use of this site means you consent to the use of cookies.