If you’re new to investing, take a look at our Investment Profile Questionnaire, depending on the answers you give, it will suggest your risk profile and confirm which of our core portfolios may be right for you. Alternatively, if you already have an investment portfolio and would like a no obligation independent review of your investments, please visit our Contacts Page to get in touch. If you want a more personal portfolio or have specific requirements, contact us to arrange a meeting. A member of our team is on hand and ready to help with your enquiry.
You can come to our offices, we can come to you, or we can have a Skype or Zoom meeting. Whichever you prefer, there is no charge for a meeting.
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Invest with us
We can manage your investments in an ISA, SIPP or SSAS, Trustee account, or a main investment account. Your investments are securely held in custodian accounts with one or more of our carefully selected brokers.
We work with a number of the world’s largest brokers and work with you to select the most suitable for your investment needs.
Our brokers provide instant access to over 40,000 investment instruments worldwide and they are all regulated by the Financial Conduct Authority, giving you the security and confidence you need when investing your capital.
If you would like more information about our brokers please get in touch:
Telephone: 01909 511247
Important information you should know
Your Money in Safe Hands
Our brokers will be the custodians of your capital and investments. They look after private and institutional investors and are custodians of over £30 billion of client deposits across the world.
Different investments have varying levels of risk. This notice cannot disclose all the risks associated with investments and our investment services. We will disclose further risk information during the provision of our services as appropriate.
Successful investing generally requires you to be able to invest over the longer term. Market volatility can affect your returns from one year to the next. You should not consider investing in shares or other investments involving the stock market if you may need the money you have invested within three years.
Past performance is not a guide for future returns. The value of your investment can fall, and you may not get back the amount invested.
If you already have an investment portfolio and would like a no obligation independent review of your investments, please get in touch and we will provide you with a full report and review.
You should not invest in or deal in any financial product unless you understand its nature and the extent of your exposure and risks associated and the investment services discussed or offered by us may not be suitable for all investors. If you have any doubts as to the merits or suitability of an investment or our services, you should seek advice from a financial adviser.
We are not financial advisers and we do not provide financial advice.
Information within our documents and on our website does not consider the specific investment objectives or financial situation of any person. It is not a personal recommendation and should not be regarded as a solicitation or an invitation to act on instruments mentioned.
All of our brokers offer a range of investment products to help you to invest and these include CFD’s or Contracts for Difference. We do not offer investment advice on the use of CFD’s.