Investment management, traditional stockbroking and financial planning for private investors, families and trusts. Real orders on the London Stock Exchange, one clear charge per deal, and a named person who answers the phone.
Four questions that come up on almost every first call. Direct answers, no small print games.
Every client is looked after by a named investment manager or stockbroker at a local office. You ring them directly, and they know your portfolio before you finish the sentence.
One commission per deal and a clear annual management charge. No charge for market data, no penalty for a quiet quarter, no mark-up hidden inside the spread.
Client money is held in segregated client accounts, never mixed with firm money. Statements and contract notes are downloadable as PDF and CSV whenever you need them.
Stocks and shares ISAs, Junior ISAs, SIPPs, bespoke discretionary management and an inheritance tax portfolio service — under one account, with one point of contact.
The deal ticket, the charges and your holdings sit on one screen. No tabs, no hunting for the number you need.
Most accounts are ready to trade the same working day.
Name, address, date of birth and National Insurance number. It takes under ten minutes and you can pause and come back to it.
A photo of your passport or driving licence. Most checks clear the same working day, and we tell you the moment they do.
Bank transfer or debit card, no minimum to open. Deal online or ring your local office and speak to a person.
Start here and complete verification afterwards. Nothing is charged while your account is being set up.