We can provide financial investment support for business owners, entrepreneurs and the self-employed with a range of services depending on how much support is required.
Our investment managers can help you diversify risk by investing in areas away from your core business. James Sharp can also offer advice for retirement schemes, including Small Self-Administered Schemes.
Depending on how you feel about making investment decisions, we can help you choose an investment service that best serves your needs.
With our service matrix you can identify your requirements against all of our investment services to see which one would be the most suitable for you.
| With our service matrix you can identify your requirements against all of our investment services to see which one would be the most suitable for you. | Discretionary Discretionary Service | Execution Only Execution Only Service | |
|---|---|---|---|
| Investment decisions taken by your dedicated investment manager | |||
| Investment decisions made by you with advice | |||
| Investment decisions taken by you without advice | |||
| Day to day portfolio management by a qualified professional | |||
| Quarterly report with detailed performance update | |||
| Online access to view your portfolio | |||
| Annual capital gains tax statement | |||
| Consolidated tax certificate | |||
| Corporate actions advice |
