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Our Services
WWW.JAMESSHARP.CO.UKJames Sharp & Co. LLP The Exchange, 5 Bank Street, Bury, Lancashire BL9 0DNTel : 0161 764 4043 Fax : 0161 764 1628 DX : 20536 Bury E : [email protected]
JS Our Serv JUN 20
If you’re confident in making your own investment decisions and require professional dealing and custody service, this might be the service for you.
This includes:
• Market access to buy and sell via an experienced team of dealers
• Consolidated tax certificate• Secure online access to view your portfolio
For further details and FAQ’s on our Execution Only service visit jamessharp.co.uk/services/ executiononly-service
Execution Only Service
Advisory Service
If you want to stay in control of your investment decisions but are seeking investment advice, our Advisory service might be for you.
This includes:
• Bespoke investment advice when required• Dedicated investment advisor• Consolidated tax certificate• Secure online access to view your portfolio.
For further details and FAQ’son our Advisory management service visit jamessharp.co.uk/services/advisory-service
If you’re looking for a hands-off approach, but still want to benefit from active investment decisions without having the day to day worry – our Discretionary service might be suitable for you.
Your dedicated investment manager will take control of your investments, reacting quickly to any changes in market conditions to optimise your portfolio performance. Leaving you to concentrate on other priorities.
Our discretionary service includes:
• Bespoke investment management• Quarterly valuations and performance
updates• Consolidated tax certificate• Secure online access to view your portfolio
For further details and FAQ’s on our Discretionary management service visit jamessharp.co.uk/services/discretionary-service
Discretionary ServiceWe manage the investment decisions on your behalf.
You’re in control, with the benefit of our advice.
You make the investment decisions.
Which service is right for me?With our service matrix you can identify your requirements against all of our investment services to see which one would be the most suitable for you.
All these services are available across ISAs, SIPPs, SASSs, Trusts and Corporate accounts.
DiscretionaryService
AdvisoryService
Execution Only Service
Investment decisions taken by your dedicated investment manager
Investment decisions made by you with advice
Investment decisions taken by you without advice
Day to day portfolio management by a qualified professional
Quarterly report with detailed performance update
Online access to view your portfolio
Annual capital gains tax statement
Consolidated tax certificate
Corporate actions advice
Other Services
Get In Touch
WWW.JAMESSHARP.CO.UKJames Sharp & Co. LLP The Exchange, 5 Bank Street, Bury, Lancashire BL9 0DNTel : 0161 764 4043 Fax : 0161 764 1628 DX : 20536 Bury E : [email protected]
JS Our Serv JUN 20
Drawing on more than 130 years of experience, James Sharp operates a disciplined common-sense approach to investing. We have a range of services which can be tailored to meet your individual requirements whilst making the most of tax efficient opportunities.
DealingDealing has been the core of our business since 1885 and we provide a range of trading services including advisory insight and research as well as dealing-only capabilities.
ISAs & JISAsWe offer ISAs and Junior ISAs which provide a choice of investments including any UK or foreign company listed on a recognised stock exchange, or any fund or investment trust which meets the ISA rules.
New flexibility for stocks and shares ISAs now enables savers to access their investments without losing any benefits
SIPPs & SSASsOur team can help you take control of your retirement by advising on investments for your Self-Invested Personal Pension (SIPP) or Small Self-Administered Scheme (SSAS).
SIPPs offer control over pension fund investments using a wide variety of products including equities, Gilts, Investment Trusts, Open-Ended Investment Companies (OEICs).
Nominee ServiceA simple and effective way to oversee the practical administration of your investments, our Nominee Service offers a convenient way to manage your investment portfolio with a 24-hour online valuation service.
Estate MattersOur dedicated team are here to offer support in estate matters including transfer of stock, probate valuations and ongoing dealing services.
To find out more about our services call James Sharp & Coon 0161 764 4043 or email [email protected]
About James Sharp & CoJames Sharp & Co is a stockbroking firm and member of the London Stock Exchange.
Based in Bury, Lancashire, our team of expert brokers, advisers and analysts focus on developing investment strategies to deliver long term capital and income growth.
We provide a range of services to meet the individual needs of clients from transaction-only services to advisory expertise as well as supporting clients with ISAs, pensions and estate planning.
