Services

Dealing

Dealing has been the core of our business since 1885, and although practices have changed greatly since then, our core values remain the same. In terms of deal execution, this isn't an automated service, our dealers strive to receive best prices based on the liquidity and current market in the particular stock.

Our main expertise however is in advisory services to private clients, within which we offer a range of different approaches to suit each individual client

To see the different dealing accounts we have please click on the link above.

ISAs

Individual Savings Accounts, commonly known as ISAs, are particularly attractive to higher rate tax payers, as all future gains are free from capital gains tax, and income from the ISA is only taxed at the basic rate.

From January 2012 we will also be offering the new Junior ISA's, which is a new government initiative to encourage saving amongst under-18's.

Pensions

James Sharp & Co can help you take control of your retirement by advising on investments for your Self-Invested Personal Pension (SIPP) or Small Self-Administered Scheme (SSAS).

We do not administer the SIPPs ourselves - we act as the investment adviser once a SIPP has been established. We have no ties with any specific SIPP administrator, so can act as independent adviser for clients with most providers.

Likewise we can offer advice for other retirement schemes, including Small Self-Adminstered Schemes (SSAS).

Nominee and Safe-Custody

Holding shares in certificated format can be time consuming and onerous - the safe-keeping of share certificates, banking your own dividend receipts, and returning share certificates & transfer forms to us when you sell the shares, all increase yhe admin and potentially slow-down the settlement process.

Our nominee service is designed so that we manage all this for you in-house, and is available across all types of dealing account. It is automatically used for Advisory⁺, ISA and SIPP accounts. For more information including FAQ's please click above.

Estate Matters

Inheritance Tax Portfolio Service

- Preserving your wealth for the next generation through tailored stock selection and portfolio management.

Probate Valuation Service

- Assisting the executors to deal with shareholdings through valuations, re-registration and sales of stock.