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
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.