Advised Dealing

Friendly and extremely helpful, that’s what our Advised Dealing service aims to be. We can chat about your ideas, you can ask us about our ideas, you can ask for our view about a specific stock or fund or our view on the market, the timing of purchases and sales, when to leave alone and when to challenge the market makers - or you can just chat about the weather. The choice is yours.

Your personal Broker is there to build a relationship with you, as your trusted advisor, exchanging ideas and keeping you informed. Ultimately, you always make the final decision, you are the investment manager - whether it’s a single security or a growing portfolio - we are simply here to help and advise when called upon to do so.

Advised Dealing is our most popular service, probably because it offers the best of both worlds: flexibility and support. You can use our advice where and when you see fit, always in the knowledge that whatever we say is independent and backed-up by thorough research and a wealth of experience.

There is no charge for speaking to your Broker, charges only occur when you deal. You can discuss everything from risk and achieving your investment goals to how best to buy and sell shares. Your Broker, although he isn't obliged to monitor your investments on an ongoing basis (you will need to look at our Managed Services for that) , is there to guide and assist you when you ask. It’s a very flexible service without the price tag normally associated with such close attention.