As a Stockbroker’s our job is to manage and administrate financial portfolios. We do this for individuals, companies, trusts, charities and many other legal entities.
There are three core ways we can manage funds for you;
- Leave the hard work to us – Discretionary
- Work alongside us and receive help and guidance as and when you like – Advisory managed
- Choose your own investments and let us help you achieve the best outcome – Execution only
Our main channel of dealing is via the phone, you will have your own dedicated stockbroker who has immediate access to the markets and can deal for you instantly. We also have an in house administration department who are on hand to help answer your question if non market related.
Being our own custodian we can offer a variety of options, nominee, safe custody and certificated dealing. We manage income payments on a bespoke basis, provide statements and administer all corporate actions (unless certificated). We don’t have a monthly account fee nor do we charge for every dividend/income payment like many others in the industry. For more details on our charges please contact us on 0161 832 8554 or fill in the form.