The Seasoned Investor

If you are an experienced investor, we can partner up with you to watch and monitor the market and your shares when you can’t. We’ll also come up with ideas to create more opportunities for your portfolio.

A degree of involvement to suit you

Our experienced investor clients range from those looking to harness our expert advice and guidance through to those who want someone they can trust to execute their stocks and share preferences.

Working as your team

Whatever degree of involvement you want from us, we will always see our relationship with you as being very much part of your team. We will focus on unearthing the vital information and technical analysis to optimise the results from your share portfolio. To do this, we’ll invest time getting to grips with what you want to achieve, your attitudes to risk and your preferences to certain asset classes; stocks, shares, indexes and currencies.

A range of stock-broking solutions

We have a wide range of stock-broking services for the seasoned investor to suit all requirements.

Researching and monitoring your investments’ performance

As well as our advice and guidance, you can also expect us to provide you with ideas and information on your investments’ performance.

Key services for seasoned investors:

• Portfolio Advice
• Share Execution Service
• CFDs
• Spread Betting
• Inheritance Tax Relief Portfolio
• SIPPs/SASSs
• Probate