We can work alongside fellow professionals to help manage their clients’ portfolios and estates.
From probate matters to inheritance tax, our investment managers often work with accountants, solicitors and independent financial advisors to support investment strategies to deliver long term capital and income growth.
We can help in niche, complex areas of investments that may not be available on generic investment platforms.
With a flexible and proactive approach we can liaise with you and your clients.
To access key documentation, clients can use the James Sharp Conectus Portal, while we can also support clients who use paper based communications.
We also offer an Intermediary Nominee Service, which is a simple and effective way to oversee the practical day-to-day administration of investments.