Established over 20 years ago, the Petersfield office specialises in Investment Management services and Execution-Only Stockbroking in UK and overseas securities for ISAs, SIPPs, Charities and Trusts. We also work closely with local lawyers and accountants and provide a dedicated probate valuation service.
We offer a personalised service to clients based on their individual objectives and circumstances, as every client is different. Many of our client relationships now extend to the second, third and even fourth generations of the same family, and we are delighted to be a trusted long-term partner in their financial affairs.
Unfortunately, we cannot accept any orders to deal via email.
