Advisory Dealing
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Never be alone when making decisions on how to best invest your money.
Direct access to a team of experienced private client stockbrokers to assist you and offer advice on important investment decisions.
Instead of making important investment decisions alone, our Advisory Share Dealing service provides you with direct access to our team of experienced private client stockbrokers. Based on your investment aims and objectives, your dedicated advisory broker will provide investment advice, including company recommendations tailored to your individual requirements. Of course, our brokers will be happy to answer any of your investment questions as well as advising on your own investment ideas. In addition, this service can be proactive in that we will contact you with suitable investment recommendations and opportunities.
Regular investors will receive our investment newsletters (upon request) which contain our views on global markets and, more importantly, stock recommendations. This service also gives you access to a wide range of securities and markets including US, Australian, South African and European equities, Traded Options, Covered Warrants and CFDs. Registration of investments into our nominee company name is not mandatory for this service and you may hold share certificates in your own name.
Key Features:
- A fully tailored Advisory Dealing service.
- Your own dedicated advisory stockbroker.
- Access to a wide range of investment instruments and markets.
- A copy of Fyshe Focus, our investment newsletter, for regular investors.
- Tax year end package: Consolidated Tax Voucher (for nominee holdings only) and Capital Gains Tax schedule when a full history is known by us.
- Segregated interest bearing Bank of Scotland deposit account.
- Certificated dealing permitted.
Risks
- The value of your investments and any income from them may go down and you may get back less than you originally invested.
- If you are unsure about the suitability of this service please contact us for advice.
Advisory Dealing
Never be alone when making decisions on how to best invest your money.
Disclaimer: You should be aware that the price and value of any investments and the income, if any, from them can fluctuate and may fall against your interests. You may get back less than the amount originally invested.
Information on past performance, where given, is not necessarily a guide to future performance. Exchange rate fluctuations may have an adverse effect on the value of financial instruments quoted in a currency other than your agreed settlement currency. The investment and services offered may not be suitable for all investors. Investors with any doubts as to the merits of an investment should seek advice from a suitably qualified professional advisor. You should also be satisfied that the product is suitable for you in the light of your circumstances and financial position.If you are unsure about the suitability of an investment please contact us for advice.
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