Services

Our affiliation to Raymond James gives access to leading investment services, technology, research and operational support.
Offering exemplary service for all customers is core to our service proposition and includes:

  • Local community based office
  • Fee based advice and a clear, fair charging structure
  • Whole of market investment advice
  • Regular face to face personal service
  • Consolidation of investments and simplification of administration
  • Tax efficiency (ISAs, CGTs & SIPPs)
  • Free initial consultation
  • Home visits
  • Online access to track your investments

Assets are held through our custodian Pershing Securities Limited. Client assets are covered by the Financial Services Compensation Scheme (FSCS) for eligible claimants.

Pershing Securities Limited is a member of the London Stock Exchange and is authorised and regulated by the Financial Conduct Authority.

To book a free consultation contact us today