Head Office

Address Pine GrangeBath RoadBH1 2NUBournemouth

Service Types

Discretionary ServicesAdvisory Portfolio ManagementAd Hoc Advice

Investment Types

Corporate BondsExchange Traded FundsFundsInvestment TrustsISAsJunior ISAs

Firm Overview

Established in 1938 we are an independent stockbroking firm providing dealing, investment and wealth management services to predominantly private investors. We offer advisory and discretionary services, certificated share dealing, ISAs, JISAs 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.


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Pine Grange Bath Road Bournemouth BH1 2NU