Independent Stockbrokers in Surrey - Shares CFDs SIPPs ISAs IHT AIM Corporate

Private Client Services Corporate Broking

Welcome

Tuesday 18 June

Simple Investments is a contemporary stockbroker with traditional values. We pride ourselves in understanding the individual needs of our clients and tailor our services to meet each of those needs. 

Our focus is on performance, accessibility, personal service and trust.  Based in Surrey, we bring City expertise to the Home Counties and, we hope, a refreshing approach to the investment world.

Renato Rufus, Managing Director

Private Client Services

Latest from Simple Investments:

Equity Market Research

Simple Investments Market Report
  • Jun
    2013

    Market Dips on Stimulus Reduction Concerns

    While one might suggest that “Sell in May” this year may not strictly have looked too clever,  the market has nonetheless fallen over 300 points in the latter stages of the month from the highs near 6850.  It still however ended May higher than in April.  Volumes remain light (possibly lacking conviction) and I would suggest that investors are now jittery with wild (short term) mood swings taking hold.

  • May
    2013

    Markets back on highs; time to “Sell in May?”

    Judging from the current levels in equity markets (FTSE indices and US indices), one could be forgiven for thinking that all is rosy in the global economy. The UK
    FTSE 100 is back on a 5 year high (we have avoided a triple dip recession) while the Dow Jones Industrial Average and close relation S&P 500 are trading at all time highs.
  • Apr
    2013

    Market stalling? Correction possible

    The market at large has remained relatively well supported this month notwithstanding some sporadic volatility. 5 year FTSE 100 index highs on the LSE and all time highs for markets in the US have been reached but markets seem to be stalling and it is not surprising, with Europe instrumental in this stagnation.

CFD Trading Research

Simple Investments Trader Talk
  • 14
    Jun
    2013

    Time to Travel With Thomas Cook

    Thomas Cook shares are now considerably below the 123p theoretical ex-rights price, despite the on-going operational improvement. Trading on 11.4x 2014 earnings estimates is below European peers, while improved trading could generate earnings upgrades. Management is also hopeful it will be able to consider resuming dividend payments to shareholders in 2015.

  • 07
    Jun
    2013

    Tesco Retreat Offers Bargain

    Following the recent weakness, Tesco is currently trading on 10.2x earnings, a discount to UK and European peers at over 12x, while yielding a well-covered 4.3%. The balance sheet is strong, with tangible assets equal to the current market capitalisation of the group, while the official launch of Tesco Bank next year should boost growth.

  • 31
    May
    2013

    Is it time to buy the mining sector?

    BlackRock World Mining, currently trades at a 12% discount to assets, while offering an attractive forward dividend yield of 4.3%. The diversified nature appeals with over 70 different company holdings, while a modest level of gearing (circa 14%) should play into the asset value’s favour in the event the sector recovers.

Simple Investments is an independent Stock Broker based in Godalming, Surrey. We have a dedicated focus on service, accessibility and performance. Established in 2003 we have built up a strong reputation in the industry based on a straightforward honest approach to investing – we keep it simple by providing clients with direct access to global stock markets.

We are truly independent – we do not sell packaged products, structured products or funds and we are not tied to any providers or provide any kickbacks to other parties – our incentives are to provide the client optimum performance and service. We are fully RDR compliant and all transactional costs and fees are transparent.

Clients can access their accounts at any time through our broking team over the phone or instantly through our online system.

We invest in areas of the market where we see value and where hard work and applied skill pays off. Whenever possible we seek to use legitimate non-complex government approved tax wrappers that serve to enhance the risk return profile to our clients. These wrappers include ISAs, SIPPs and SASSs as well as AIM IHT relief which also seeks to reward investors for supporting the UK economy.

Our team of experienced brokers and portfolio managers deliver advisory and execution services on global market equities. We also deliver research and advice on shorter term trade ideas using CFDs and spread trading products. Our propriatory in-house Equity and CFD research is available to paid subscribers and clients of Simple Investments.

Our Corporate Team is the Nominated Broker to a number of select AIM Companies and we offer effective and bespoke support to each of our corporate clients, understanding their goals and helping them achieve their ambitions.

We are members of the London Stock Exchange and authorised and regulated by the Financial Conduct Authority.