Dealing

 

Execution-only (dealing only service)

Ideal for clients who have a clear understanding and knowledge of the companies they wish to invest in, our brokers will execute your instructions at the best prices based on liquidity and market conditions.

Clients benefit from an efficient, skilled and comprehensive share dealing service and are free to change their investment service should they require more support.

Please note, no financial advice will be provided under our Execution-only service. The service includes:

  • Nominee & Safe Custody Service available
  • Contract Note provided with confirmation of transaction & charges
  • Portfolio valuations available on request
  • Regular newsletters and market updates

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. 

Advisory

At James Sharp we help clients meet their investment needs by building informed, trusting and transparent relationships.

Our advisory service is designed for those who wish to maintain control of their investment decisions but would like the option of consulting a professional adviser for informed insight and support.

James Sharp's investment strategies are based on delivering long term capital and income growth based on in-depth analytical research. For more information about our investment style click here.

To provide our Advisory service, we work with clients to identify the most appropriate solutions according to their aims and objectives. We assess each client's financial situation and look at a range of issues including their attitude to risk, investment objectives and timescales. The service includes:

  • Investment advice and stock recommendations
  • Understanding of your investment objectives and attitude to risk
  • Dedicated adviser
  • Contract Note provided with confirmation of transaction & charges
  • Nominee Service & Safe Custody Service available
  • Portfolio valuations on request
  • Regular newsletters and market updates

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.

Retail Distribution Review (RDR)

As we do not advise on pensions or life assurance based products, but rather on investments, our advice is termed ‘restricted’. Consequently, when we recommend a retail investment product our advice does not take into consideration all available retail investment products. Our choice of retail product provider is not restricted in any way. A retail investment product is broadly defined as being a collective investment scheme, investment trust, life policy with an investment component, certain types of pension product, unregulated collective investment schemes (including those that are exchange traded) and structured investment products. Further details about RDR are available in the following FCA document: Retail Distribution: Independent and restricted Advice