Share Prices & Company Research

Bournemouth/Poole

Set Bournemouth/Poole as my preferred location
Telephone
01202 714 455
Address
139 Commercial Road
Ashley Cross
Poole
Dorset
  BH14 0JD
Email

Contacts

Stephen Wolstenhulme (Head of Office)
Telephone: 01202 714 457
David Cake
Telephone: 01202 714 451
Piers Cockey
Telephone: 01202 714 456
James Croad
Telephone: 01202 714 455
Charles Goodall
Telephone: 01202 714 454
Steven Jeffery
Telephone: 01202 714 453
Chloe Jervis
Telephone: 01202 714 455
Jamie Lavender
Telephone: 01202 714 459
Kate Spurling
Telephone: 01202 714 450

About our Bournemouth/Poole Office

The Bournemouth/Poole office was established in October 2008, being the amalgamation of the Poole, Weymouth and Bournemouth offices. With over 100 years of combined investment experience, the team prides itself on providing a personal service to private investors and professional firms alike, forging strong links with a multitude of regulated intermediaries throughout the UK and internationally.
 
OUR SERVICES:
  • UK and Overseas Execution-Only Stockbroking
  • Bespoke Discretionary and Advisory Investment Management
  • ISAs & JISAs
  • Pensions Dealing & Management - SIPPs & SSASs
  • Specialist in US & Canadian Shares
  • Full Probate Service & Estate Administration
  • Medallion Signature Guarantees
  • CREST Personal Membership Accounts
  • IHT Portfolio Service
  • Dealing with Advice Service
  • Custody & FX Services
 
OUR CLIENTS:
  • Private Clients
  • Regulated Agents:
    • Solicitors
    • Banks
    • IFAs
    • Stockbrokers
    • Accountants
    • Investment Companies
    • Trust Companies
  • Quoted and Private UK Companies
  • Trusts
  • Powers of Attorney
  • Pension Funds
  • Charitable Funds
 
* Tax treatment depends on the specific circumstances of each individual and may be subject to change in the future.
 
**Unfortunately, we cannot accept any orders to deal via fax or email.
 
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