Services Overview



Dealing has been the core of our business since 1885 and we provide a range of trading services. At James Sharp we have the dedication, experience and resources to provide advisory insight and research as well as dealing-only capabilities. Our services can be applied to all investment vehicles including personal portfolios, SIPPs and ISAs.  

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ISAs & Junior ISAs

ISAs & Junior ISAs

Individual Savings Accounts and Junior ISAs offer tax efficient investing opportunities, providing shelter from income tax on dividends and capital gains tax. Major changes to ISAs from July 2014, means they now offer greater flexibility than ever before. 

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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). Please note, we are not pension advisors and cannot advise on whether a particular type of pension is suitable to you.

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Nominee & Safe Custody

Our Nominee Service is a simple and effective way to oversee the practical day-to-day administration of your investments. Combined with our 24-hour online valuation service, it offers a convenient way to manage your investment portfolio to ensure swift settlement of dealing transactions.

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Estate Matters

Planning for inheritance is a vital part of securing wealth for future generations. Our Inheritance Tax (IHT) Portfolio Service is designed to help limit the effect of inheritance tax without reducing access and ownership to your capital.

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If you want to stay in control of your investment decisions but are seeking trusted investment advice, our Advisory service might be for you.



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If you’re looking for a hands-off investment approach, but still want to benefit from active investment decisions without having the day to day worry – our Discretionary Service might be suitable for you.


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Execution Only

If you’re confident in making your own investment decisions and require professional dealing and custody service, our execution only service might be for you.


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