Choose an account type and follow the simple sign up steps to start trading.
An initial meeting can be held either in person at our high street office or, on the telephone, to establish if our services are the right fit for you.
A basic ‘fact-find’ will help us understand your financial situation and objectives.
Opening an account is a straightforward process, completed online, with a member of our team available to assist if required.
You will be assigned a dedicated point-of-contact from our team of experienced brokers.
An in-depth client profile will be completed to establish your specific financial objectives, risk profile, and investment restrictions.
We will work to develop our tailored advice, whether you are building a portfolio from the ground up, or making adjustments to an existing portfolio.
With your say so, we will implement our advice on your behalf, placing trades via the trading platform.
Our advisory service includes ongoing reviews and updates, whether it be the release of breaking news-flow or simply a regular update.
We will provide ongoing support to investors, assisting with dividends, corporate actions, performance reports and much more.
Later stage advice which may include setting up family portfolios, such as a Junior ISA, or dealing with succession plans.
You can fund your account by bank transfer or debit card. Please contact your dedicated broker for instruction on how to do so, or Trade Support on 020 8057 6380.
Securities can be transferred electronically to your trading account, ask your Broker for further details.