As a firm, our professional advice focuses mainly within the main market shares of FTSE100 and FTSE250 which represent the low to medium risk elements within the UK stock market. However, if you wish to look for higher risk investments, we can also offer you trading opportunities within the more speculative smaller cap market and Alternative Investment Market (AIM) as part of a larger, balanced portfolio.
You may even wish to invest in overseas markets or emerging markets including Exchange Traded Funds (ETF), which is why we now offer all of these products under one roof so you will never have to use more than one broker ever again.
We also can give you access to the latest IPOs through our nominated custodians which means that you will never miss another opportunity. Best of all, through our market research, we will even tell you which ones are potentially undervalued and worth buying and which ones you should be avoiding.
Many of our clients are either retired or approaching retirement age, therefore income based products is another area we have expertise in. Whether you are interested in unit trusts, investment trusts, mutual funds or other collective investment schemes, we have the products at our disposal and the market know-how to make sure that you get the right information to manage your wealth.
You may also be interested in fixed income product, including bonds and gilts if you prefer to take a lower risk approach to investing.
One of our biggest strengths is that we offer a bespoke and tailored service that is just right for you. It doesn’t matter if you are looking for income, capital growth or both. In fact, whatever you are looking for, we will show you the products which are just right for you.
That’s because we always spend the necessary time to understand your investment objectives and appetite for risk before we help you to build the investment portfolio that’s perfectly suited to you.
We offer everything from normal share dealing (nominee) accounts, stocks and shares ISAs, SIPPs and even paper share certificates. We also offer fixed income products (bonds, gilts), commodities, derivatives (CFDs, futures, options) and currencies.
We offer a full range of services including an execution only, advisory and fully managed (discretionary) service.
So whether you’re a complete novice or an experienced trader, you can use us for whatever you need. You still benefit from our free market research, stock tips, free portfolio reviews and of course our award winning trading platforms through our network of FCA approved custodians. That means your money is always safe.
In summary our definitive goal is to give you, the client, the types of investments which will fulfill your individual investment objectives. We also pride ourselves in being transparent at all times, which is why we welcome you to call us for an informal discussion to see whether we can help you.
If you have a genuine interest in the UK stock market we are sure that we can offer you the service that you are looking for.
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Risk Warning - All investments carry risk and prices may change quickly. The value of your portfolio can go down as well as up. Past performance will not necessarily be repeated and is no guarantee of future success. You should carefully consider in light of your financial resources whether investing in stocks and shares is suitable for you. This notice cannot disclose all of the risks and other significant aspects of investing in equities, derivatives, bonds or any other investment product. A full list of risks will be provided for the products which you are interested in. For more information please contact one of our team.