ACCOUNTS


We offer clients Traditional, Trading, SIPP and ISA accounts with a diverse range of services.
With our accounts we offer a range of investment tools, access to a multi-award winning online platform and a comprehensive research package.

 
 

 

ACCOUNTS


We offer clients Traditional, Trading, SIPP and ISA accounts with a diverse range of services.
With our accounts we offer a range of investment tools, access to a multi-award winning online platform and a comprehensive research package.

Traditional Account


With our traditional account our clients can choose from a range of services; advisory, execution-only or the flexibility to combine both.




Access a diverse range of investment tools including CFDs, Options, Indices (both CFDs and Options), Futures, FX and Commodities.

Access your online platform: utilise the multi-awarding investment platform and view your investment account 24 hours a day, anywhere in the world.

Access our comprehensive research package:


◦ Multifunctional website providing live data on global stock markets;
◦ Daily morning newsletters snapshot of the latest macroeconomic and company news;
◦ Detailed investment reports covering key macroeconomic and geo-political events, key sectors, individual companies and IPOs;
◦ Technical & fundamental analysis on individual stocks, sectors and global indices;
◦ Risk management strategies to aid risk management;
◦ Free portfolio reviews in-depth analysis of your individual portfolio

Traditional Account


With our traditional account our clients can choose from a range of services; advisory, execution-only or the flexibility to combine both.



Access a diverse range of investment tools including CFDs, Options, Indices (both CFDs and Options), Futures, FX and Commodities.

Access your online platform: utilise the multi-awarding investment platform and view your investment account 24 hours a day, anywhere in the world.

Access our comprehensive research package:


◦ Multifunctional website providing live data on global stock markets;
◦ Daily morning newsletters snapshot of the latest macroeconomic and company news;
◦ Detailed investment reports covering key macroeconomic and geo-political events, key sectors, individual companies and IPOs;
◦ Technical & fundamental analysis on individual stocks, sectors and global indices;
◦ Risk management strategies to aid risk management;
◦ Free portfolio reviews in-depth analysis of your individual portfolio

Trading Account


With our trading account our clients can choose from a range of services; advisory, execution-only or the flexibility to combine both.




Access a diverse range of investment tools including CFDs, Options, Indices (both CFDs and Options), Futures, FX and Commodities.

Access our online platform: utilise our multi-awarding investment platform and access your investment account 24 hours a day, anywhere in the world.

Access our comprehensive research package:


◦ Multifunctional website providing live data on global stock markets;
◦ Daily morning newsletters snapshot of the latest macroeconomic and company news;
◦ Detailed investment reports covering key macroeconomic and geo-political events, key sectors, individual companies and IPOs;
◦ Technical & fundamental analysis on individual stocks, sectors and global indices;
◦ Risk management strategies to aid risk management;
◦ Free portfolio reviews in-depth analysis of your individual portfolio

Trading Account


With our trading account our clients can choose from a range of services; advisory, execution-only or the flexibility to combine both.



Access a diverse range of investment tools including CFDs, Options, Indices (both CFDs and Options), Futures, FX and Commodities.

Access your online platform: utilise the multi-awarding investment platform and view your investment account 24 hours a day, anywhere in the world.

Access our comprehensive research package:


◦ Multifunctional website providing live data on global stock markets;
◦ Daily morning newsletters snapshot of the latest macroeconomic and company news;
◦ Detailed investment reports covering key macroeconomic and geo-political events, key sectors, individual companies and IPOs;
◦ Technical & fundamental analysis on individual stocks, sectors and global indices;
◦ Risk management strategies to aid risk management;
◦ Free portfolio reviews in-depth analysis of your individual portfolio

SIPP


With SIPP accounts our clients receive all the benefits of our traditional stockbroking account with additional tax advantages.


A Self-Invested Personal Pension (SIPP) can be both a tax-efficient and low cost way of saving for retirement.

A SIPP account enables you to control the process of planning your retirement because of the freedom you have to choose how you invest and manage your savings over time.
A SIPP is best explained as a 'wrapper' to help you shelter your savings and investments from tax.
 

Key Features of SIPPs





How to start your new SIPP account


Make new contributions

You can choose to make an initial lump sum and/or make regular contributions.
Transfer in existing pension/s

You can consolidate any current pension/s into your new SIPP account. (Before you transfer please ensure you will not lose any valuable guarantees or incur excessive exit fees.)
There are two main types:

Cash transfer - investments in your existing pension plan are sold with the proceeds transferred to your SIPP, allowing you to invest within your investment parameters
In specie transfer - investments in your existing pension are transferred directly into your SIPP



Please note
Tax treatment depends on individual circumstances and tax rules are subject to change by the government.
Due to the new pension auto-enrolment rules, unless you've opted-out or are self-employed, you will already have a personal pension to transfer into your SIPP account.
If you are unsure whether a SIPP is the right pension product for you, you should seek advice from an independent financial practitioner.

How to start your new SIPP account


Make new contributions

You can choose to make an initial lump sum and/or make regular contributions.
Transfer in existing pension/s

You can consolidate any current pension/s into your new SIPP account. (Before you transfer please ensure you will not lose any valuable guarantees or incur excessive exit fees.)
There are two main types:

Cash transfer - investments in your existing pension plan are sold with the proceeds transferred to your SIPP, allowing you to invest within your investment parameters
In specie transfer - investments in your existing pension are transferred directly into your SIPP



Please note
Tax treatment depends on individual circumstances and tax rules are subject to change by the government.
Due to the new pension auto-enrolment rules, unless you've opted-out or are self-employed, you will already have a personal pension to transfer into your SIPP account.
If you are unsure whether a SIPP is the right pension product for you, you should seek advice from an independent financial practitioner.
 

ISA


With our ISA account out clients receive all the benefits of our traditional stockbroking account with additional tax advantages.


An Individual Savings Account (ISA) can be both a tax-efficient and low cost way of saving and investing whether it's for retirement purposes or a rainy day.

An ISA allows you to control your savings planning because of the freedom you have to choose how you invest and manage your savings over time. An ISA is best explained as a 'wrapper' to help you shelter your savings and investments from tax.

ISA


With our ISA account out clients receive all the benefits of our traditional stockbroking account with additional tax advantages.


An Individual Savings Account (ISA) can be both a tax-efficient and low cost way of saving and investing whether it's for retirement purposes or a rainy day.

An ISA allows you to control your savings planning because of the freedom you have to choose how you invest and manage your savings over time. An ISA is best explained as a 'wrapper' to help you shelter your savings and investments from tax.

Key Features of ISAs




How to start your new ISA account


Make new contributions

You can choose to make an initial lump sum and/or make regular contributions.

Transfer in existing ISA/s

You can consolidate any current ISA/s into your new ISA account and you can decide whether to transfer an entire ISA or specific savings/investments only.

How to start your new ISA account


Make new contributions

You can choose to make an initial lump sum and/or make regular contributions.

Transfer in existing ISA/s

You can consolidate any current ISA/s into your new ISA account and you can decide whether to transfer an entire ISA or specific savings/investments only.

CFD trading and other margin trading can result in losses that exceed your deposits. Ensure you understand the risks. Find out more.

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