Discretionary Service
Charities & Trustees

Discretionary Service

Trustees choose our Discretionary Service to make full use of our stock market knowledge and expertise

Instruct James Sharp to make stock investment decisions with our premium Discretionary Service.

It enables judicious investment decisions to be made in line with a clear investment mandate.

We take time to listen to the needs of trustees to establish a clear understanding of their requirements, ensuring that our management remains in line with the agreed aims and objectives.

Trustees will be assigned an Investment Manager who will continuously monitor the investments, providing peace of mind.

James Sharp is happy to attend meetings to discuss investments as well as the performance of the portfolio.

A portfolio review will be provided each quarter.

Online access to view the performance on the investments is available through our Conectus Portal.

This service is available to trustees with a minimum of £150,000 to invest.

Discretionary Service

  • Investments in line with your mandate
  • Best share prices based on liquidity and market conditions
  • Assigned a direct Investment Manager
  • Portfolio review every quarter
  • Access to our online portal
  • Available for £150,000+ investments
Discretionary Service

Investors need to be aware that past performance is not necessarily a guide to future performance. The amount you invest can fall in value, including the income you derive from investments, and you may lose some or all of the amount you have invested.

Talk to one of our investment managers to discuss your finances 0161 764 4043

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