FOR INDEPENDENT FINANCIAL ADVISERS
TJ Markets helps independent financial advisers tailor investment solutions that both meet your clients’ objectives and complement your existing business with them.
The way we can help ranges from providing a user friendly dealing service to acting as broker to manage or advise on a portfolio. We are also here to support you in the marketing of new investment products to your client.
We and our institutional partners are recognised investment managers with most product providers, so in addition to direct investment, your clients can access our services via their SIPP, SSAS or product wrapper.
Your enquiry will be treated in confidence and you can rest assured that your clients will never be "cross sold". But above all we are not IFAs - we are here to work with you.
- Active investment management
- ISA consolidation and management
- Bespoke funds
- Share dealing
- ETFs & ETCs
- Trading via CFDs and Spread Betting
- Tailored remuneration
FOR SOLICITORS AND PROBATE ADMINISTRATORS
A contemporary approach to a traditional service When it comes to administering an estate we appreciate that you demand a fast and accurate valuation service. We can deliver that. However when it comes to the ultimate disposal of a portfolio, we believe we can add real value.
At TJ Markets we are experts in trading stocks and executing orders to maximise proceeds for our clients.
Our probate service comprises:
- Verification of holding and certificate(s)
- Production of a certified HMRC compliant valuation
- Pre-disposal administration
- Investment appraisal and advice
- Sale or transfer
- Ongoing investment advice to the beneficiary/representative.
- Timely advice
Our service is different from that offered by many stockbrokers in that we will advise you about the timing of the ultimate sale of a portfolio.
As active traders we will look to optimise the value of the portfolio by reference to economic indicators and technical analysis.
We welcome the opportunity to answer any questions you may have and can be contacted to discuss our service without obligation in greater detail.