James Sharp & Co works closely with professionals including solicitors, accountants and wealth managers to identify investment opportunities and manage portfolios.
Creating partnerships based on trust and mutual understanding, we help our intermediary clients benefit from specialist expertise across all our service areas including dealing, ISAs, SIPPs and our Inheritance Tax Portfolio.
With a flexible and proactive approach we can liaise with you and your clients together but we are equally as happy working with your clients on a direct basis.
Professionals will have full access to our dedicated Intermediary online login area and all client valuations. We also offer an Intermediary Nominee Service, which is a simple and effective way to oversee the practical day-to-day administration of investments.
From probate matters such as wills and estates, to planning for inheritance tax, our experts can share advice on a full range of scenarios to help secure the most appropriate and value-based investment opportunities.
Wealth Management and IFAs
James Sharp's advisers and analysts can help support your clients' investment strategies to deliver long term capital and income growth. Whether your client wants to supplement a pension or diversify their portfolio, we can support their financial planning needs according to their objectives and timescales.
We look to enhance your clients' portfolios and investments based on their circumstances and objectives.
For more information about James Sharp's investment style click here