Dealing with advice is ideal for investors that want to take an active role in managing their investments.

It works like this – we take time to listen to you and understand what your objectives are. You may tell us what stocks you wish to follow or leave it to us to come to you with trading ideas. We’ll watch the markets and companies and share with you our investment research and technical analysis. When you are ready to place and instruction, we’ll trade for you.

You'll be constantly informed of the progress of your portfolio and of course you can access up to minute valuations from our secure website.

Should you want us to make all the day to day decisions for you our discretionary portfolio service is ideal. We will advise you on the appropriate investment strategy and work with our designated managers to achieve your objectives.

In constructing your portfolio we will utilise various asset classes including stocks, gilts, corporate bonds, ETFs, collectives and where appropriate, derivatives.