Investment Management and Stockbroking Services

Services

• Taking care of your money
• Keeping in touch
• What you can expect

Our services

Investment Services

Our range of investment services provides high standards of care to all our clients.

Discretionary Investment

This service is ideal if you want to delegate the day-to-day management of your portfolio to an investment specialist. Your Investment Executive will discuss your requirements, your attitude to risk and your future objectives and design a portfolio to suit your needs.

As market conditions and your needs change, your Investment Executive will adjust your portfolio accordingly. We’ll carry out all the administration and keep you informed about the performance of your portfolio.

With this service you can expect:

• A dedicated Rowan Dartington Investment Executive
• Online access to your portfolio(s)
• Contract notes after every transaction (optional)
• Nominee service (mandatory)
• Reporting for tax purposes
• Regular newsletters and market updates
• Annual Report including benchmarking, performance measurement, transaction and cash movements and portfolio valuations

Advisory Services

If you like to be involved in the management of your assets, but require advice about suitable transactions, this service may be for you.

We offer two levels of advisory service

Advisory Managed – your Investment Executive will advise you on both your overall portfolio and individual investments and make appropriate recommendations based on individual risk and objectives.

Advisory Dealing – your Personal Executive is on hand to give advise on individual stocks and will make recommendations, however will only act on your instruction.

With both these services you can expect:

• A dedicated Rowan Dartington Investment Executive
• Investment advice and stock recommendations
• Online access to your portfolio’s
• Timely dealing and contract notes
• Nominee service (optional)
• Reporting for tax purposes
• Regular newsletters and market updates
• Portfolio Valuations (optional) – these are chargeable for non-fee paying clients.

Execution Only Share Dealing

If you know which shares you want to buy or sell, we provide a simple, quick and efficient share dealing service. Most deals can be completed over the phone with your Investment Executive or you can call in to one of our regional offices to speak to a member of staff.

Of course you will still have access to the full range of Rowan Dartington skills and services if you wish to change your investment service and take advantage of all the research and advice that is freely available.

Working with your financial advisers

We don’t offer financial planning advice, but we do work closely with solicitors, accountants and tax professionals as well as independent financial advisers who refer their clients to us.

Our speciality is providing investment advice, but if you need guidance about tax, trusts or pensions, we can put you in touch with a wide range of specialists.

We’re here for you