Dealing Services

We have a long history as an established member of the London Stock Exchange. Our experienced staff have specialist knowledge on a wide range of investments and they are at hand to accept and execute your dealing instructions, or you may prefer the efficiencies offered by our online dealing facilities

Which investments can be traded and how:

If you are looking to place dealing instructions in UK or overseas shares, government or corporate bonds, warrants and collective investment schemes such as unit trusts and OEICs, please contact our Central Administration Support Team.

You may place dealing instructions over the phone with them when they will be happy to provide you with the latest prices of the investments you are looking to trade. Our professionally trained staff will deal with your requests.

When accepting your dealing instructions to buy and sell securities we are happy to provide you with generally available market information on those investments that you are interested in however we cannot provide you with a personal recommendation or advice.

Online Dealing Service:

Alternatively, you may prefer the efficiencies offered by our online dealing service, Icon. Having deposited cash and/or stock, it is possible to place an online purchase instruction up to the value of your prevailing cash balance or place a sale instruction, up to the quantity of stock held in our Nominee Service.

Click on the Online Dealing Charges option below to learn more about our competitive charges.

Central to our Dealing Service is the use of our Nominee Service which greatly improves the efficiencies for everyone concerned be it for clients placing regular transactions or those who only trade infrequently.

Account Types:

In addition to placing dealing instructions in a general investment account, you can also place dealing instructions in an ISA administered by us as we are an HM Revenue & Customs approved ISA Manager. It may also be possible for us to accept instructions you may have within your pension or offshore portfolio bond dependent on who they are administered by.

Cash Balances:

Given today’s historically low Bank of England base rate, we do not currently pay interest on any cash balance that you may hold with us. Any interest that we may receive on your cash balance will be retained by us.

Cash is included in the total portfolio value, used to determine our fees as detailed in the Online Dealing Charges and Rates and Charges (Investment Management Service) schedules below.

Investment Management:

Alternatively, in today’s investment climate of fast moving events and volatile share price fluctuations, we believe that it is no longer the case that portfolios can simply manage themselves. You may therefore wish to consider our Investment Management Service.

Quick Enquiry

If you wish to speak to a member of our Central Administration Support  Team, please contact them on the number below or fill in our quick contact form.

01772 318 760

YOUR PREFERRED CONTACT METHOD (Please Tick One)

TELEPHONEEMAIL

James Brearley may wish to contact you for marketing purposes from time to time. Please let us know if you would like to receive such marketing in the future.

YesNo