The Bournemouth/Poole office was established in October 2008, being the amalgamation of the Poole, Weymouth and Bournemouth offices. With over 150 years of combined investment experience, the team prides itself on providing a personal service to private investors and professional firms alike, forging strong links with a multitude of regulated intermediaries throughout the UK and internationally.
OUR SERVICES:
- Medallion Signature Guarantees
- UK and Overseas Execution-Only Stockbroking
- Bespoke Discretionary and Advisory Investment Management
- ISAs & JISAs
- Pensions Dealing & Management - SIPPs & SSASs
- Specialist in US & Canadian Shares
- Full Probate Service & Estate Administration
- IHT Portfolio Service
- Custody & FX Services
OUR CLIENTS:
- Private Clients
- Regulated Agents:
- Solicitors
- Banks
- IFAs
- Stockbrokers
- Accountants
- Investment Companies
- Trust Companies
- Quoted and Private UK Companies
- Trusts
- Powers of Attorney
- Pension Funds
- Charitable Funds
* Tax treatment depends on the specific circumstances of each individual and may be subject to change in the future.
**Unfortunately, we cannot accept any orders to deal via fax or email.