Stock Brokers > Brewin Dolphin
About Brewin Dolphin
Brewin Dolphin Securities is one of the leading private client investment managers and stockbrokers in the United Kingdom, and dates back to the mid 18th Century.
A number of acquisitions have helped bring Brewin Dolphin Securities to its current position. In 1993 they merged with Bell Lawrie White, a founding firm of the Scottish Stock Exchange, and in 1998 Wise Speke became part of the Group, as did Hill Osborne in 2000. As a result, they now employ over 1,300 staff in 32 offices and manage total client funds in excess of £16.8 billion.
Services
Service offered by Brewin Dolphin include:
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Portfolio Management
Financial Planning
Investment Trust Management
Individual Savings Accounts (ISAs)
PEP Transfers
SIPPs
Stakeholder Pensions
Ethical Investment
Asset Management
Charity Investment
International Portfolio Management
Intermediary Investment Management
Corporate Finance
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Visit http://www.brewindolphin.co.uk
Stock Brokers > BestInvest
About BestInvest.co.uk
Bestinvest take a different approach to most other investment advisers. Typically, they do not receive any commission from transactions, their income is derived mainly from the value of clients' investments. In that way they avoid the potential conflict of interest that can affect the impartiality of advice. They only prosper if clients remain with them and the value of their investments grow.
Their own research analysts carry out hundreds of face to face meetings with fund managers each year. They typically discount all of the initial commission on Funds and ISAs and negotiate further discounts with the managers.
Their approach is designed for the medium to long term investor who wants to sleep easily at night but earn competitive returns.
You can purchase practically any type of investment through Bestinvest - ISAs, Unit Trusts, Investment Trusts, Shares, Insurance Bonds, Stakeholder Pensions, Guaranteed Income Bonds, Venture Capital Trusts, Enterprise Investment Schemes and many others.
Services
Execution Only
This is available to all customers. You gain the benefit of Bestinvest's research and discounted dealing terms and your portfolio can be monitored via the Client Centre section of their website.
Advisory
Organising your own investment affairs is time-consuming and requires a thorough knowledge of investment matters. Their trained advisers can take away this problem by making a bespoke recommendation for you once they have an adequate understanding of your circumstances and objectives. There is no explicit charge for this service but it is usually restricted to investors with portfolios of at least £40,000.
Pension reviews and complex financial plans may be charged on a fee basis but this will be agreed in advance with customers.
Investment Management
If you want to delegate the task of monitoring and managing your investments and your portfolio is in excess of £250,000 you might want to appoint Bestinvest as your Investment Manager. They generally charge a fee of 0.25% of the portfolio value every six months.
Visit http://www.bestinvest.co.uk
