Head Office

Address Pine GrangeBath RoadBournemouthBH1 2NU

Service Types

Discretionary ServicesAdvisory Portfolio ManagementExecution Only Services

Investment Types

Corporate BondsExchange Traded FundsFundsGiltsInvestment TrustsISAsSelf-Invested Personal Pension


Firm Overview

Established in 1938 we are an independent stockbroker and investment management firm providing dealing, investment and wealth management services to predominantly private investors. We offer advisory and discretionary services, certificated share dealing, ISAs and Nominee facilities. We can advise on a range of investments including equities, bonds and collective investment funds and we are able to assist you with Probates, ISA APS transfers and one-off disposals.

Branches

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Pine Grange Bath Road Bournemouth BH1 2NU