This service is for you if you want to take advantage of our in-house, specialised dealing capabilities and make your own investments decisions or if you would like to receive expert advice before making your decisions.
Your orders are executed in the most cost effective way with access to a dealing term that are well versed and experienced with the intricacies of some orders and have access to multiple trading platforms.
£20 compliance charge
No foreign holding fees
No forex costs
Our execution only service offers an experienced account executive on hand 24/7 for whenever you wish to trade or to help with any queries. With access to a specialist dealing team we can offer a competitive edge when dealing in securities around the world on prescribed markets.
We understand the importance of timely communication and prompt trade reporting with this service and the need to have an appointed broker that you can speak to who that is familiar with you and your trading style.
Our Advisory service gives you full control and includes expert advice with access to company reports and analyst research to assist you in making an informed decision whilst also having the added benefit and comfort of a suitability and risk assessment test for each investment. We offer advice regardless of your final decision.
Both services include access to frequent reporting and your own online login via our portal where you can view your investments daily and access transaction statements and contract notes. We will also send you annual tax statements which can be easily forwarded to your accountant or alternatively we can send them directly on your behalf.
Commissions, fees and charges are very competitive and explained upfront whilst accessible at any time.
We have a fully functional online portal where you can view daily holdings and contract notes as well as download statements
We have the ability to buy and sell shares in most prescribed markets around the world
We can arrange for year end tax reports including income and disposals to be sent direct to accountant for ease, or to the beneficial owner
We do not charge custody fees
Trades are reported via a manual confirm, usually within 15 minutes of dealing and then followed up with a formal contract note
By email or by phone
We have made it as simple as possible for you to open an account with us. If you need any assistance, you can contact us via our online messaging portal, however, if you would prefer to have a conversation over the phone, a member of our team would be delighted to help.
We cannot provide investment advice to execution only clients but if your circumstances change it is easy to become a discretionary client and also obtain help with tax efficient investments and inheritance tax planning.
