Advisory Service
Our advisory service provides you with our informed opinion at every stage of every transaction. This means as an Advisory Client you can always obtain an objective professional opinion before committing yourself.
Our Advisory Brokers will only offer you advice based on a suitability assessment bespoke to your requirements, ultimately the final investment decision will rest with you.
Assigning a personal broker to you ensures you have a single point of reference - an individual with whom you can build a relationship, seek advice from and exchange ideas with.
As the client you are always in control - whether you choose to act on our advice is entirely up to you - but the benefits of expert impartial advice can help to guide your investment decisions through highly changeable and challenging market conditions.
Despite greater access to technology and more advanced methods of communication, our preferred method of relaying information to our clients is by telephone and personal meetings. We place great emphasis on the personal service we can provide you which means you can feel more confident knowing your investment affairs are being monitored effectively.
All our clients are offered the facility to transmit their orders via telephone to their own broker. Unlike many of our competitors we do not charge an additional fee or commission for using this service. Knowing what our clients want is one of our strongest qualities and we endeavour to provide as much support as possible both in person and over the telephone.
In matching your portfolio to your investment objectives and personal risk tolerances, you will be able to consider all asset classes as we offer un-biased products from the whole market, thus there are no allegiants to any other group of providers.
Valuation Statements will automatically be produced and sent to you on a semi-annually basis and as often as you require by your preferred method of delivery.
We strongly suggest that you read through our Fact Sheet document and use as guidance when completing your application form.
To apply for an Advisory Service account please download our advisory service application pack from our Document Downloads Centre and Download our Facts Sheet - Advisory ServiceOur Customer Support team are always on hand to assist you, simply telephone: 0207 071 0803
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