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We are an independent stockbroker and investment manager authorised and regulated by the Financial Conduct Authority offering a comprehensive range of services to private individuals, trusts, charities, pension funds and corporate clients.
We are here to help you with any aspect of your financial investment need and we are always happy to work closely with other professional parties such as trustees, solicitors and accountants.
We provide personalised stockbroking facilities including the buying and selling of, advising on and managing stocks, shares and unit trusts. In addition we provide discretionary portfolio management including a managed funds service.
We operate our own Individual Savings Account which can be on a stand alone basis or as part of a larger portfolio and we also offer a Junior ISA for your children or grandchildren.
Every client is an individual and whether you wish to undertake a straightforward transaction or have a lump sum to invest for the longer term, we look forward to being of assistance and to working with you to achieve your financial objectives and to offering you a very personal service.