Investment Management and Stockbroking Services

Valuations

Valuations can be provided on a regular or an ad hoc basis and back-dated valuations can be produced upon request. These can be received either by phone, email or post.

Clients who have registered for our Discretionary or Advisory Services receive a free hard copy valuation of their holdings every 6 months, and also have access to our Online Client area where holdings can be tracked in real time over the internet.

We can maintain a record of a client’s transactions made through our Dealing Service and/or other advised changes to an investment portfolio and provide valuations as required.

We can also provide a range of written statements and reports, including information required for annual tax returns.

Online Valuations

To view your portfolio online, you will need to sign up to either our discretionary or advisory service. Then simply log in to the client area using the login facility at the top of the page.

If you have forgotten your username, password or require assistance please email here or call us on
+44 (0)1624 662088.

Being able to track your portfolio and stay up-to-date with your investments is very important to us.