The New Investor

If you have limited experience of the stock market but want to invest, we can give you a guiding hand and help to demystify the process.

Mentoring

Given your goals and experience, we can take you through the stockbroking basics, educating you in the most suitable ways to put your capital to work. We’ll ensure our advice reflects your preferences to both risk and reward.

Researching and monitoring your portfolio’s performance

As well as our advice and guidance, you can also expect us to provide you with ongoing research and tracking information on your investments – all tailored to your stock market proficiency and goals.

You will have live access to your portfolio through our secure online platform. We will monitor your investments on a regular basis, keeping you informed along the way.

Key services for novice investors:

• Share advisory service
• ISAs