ACCOUNTS

We offer clients Traditional, Trading 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
 

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



Puts you in control
You can determine what you invest in and manage how you invest your assets.


Annual allowance
The maximum amount being £20,000 you can contribute into your ISA in a tax year 2020. The end of the UK tax year 5th April is the deadline to use your annual allowance for that tax year. Any remaining allowance cannot be carried over to the following tax year.


Tax benefits within the wrapper
ISA accounts are free from both capital gains tax (CGT) and income tax. Any interest or capital withdrawn from your ISA is also free from tax.


Capital withdrawal
You have the flexibility to withdraw capital at any time from your ISA. However, any new deposits into your ISA will come out of your current annual allowance.


Inheritance tax benefits
ISA funds can be passed onto your spouse free from inheritance tax.


24-hour access
Unrestricted view only access to your account 24 hours 7 days a week.


Fast execution
The multi-award winning online platform provides live prices and you can open and close positions at the click of a mouse.


Bed and ISA
This is a method of transferring shares from your standard stockbroking account into an ISA to protect your profits from capital gains tax. Because HMRC rules prohibit the transfer of shares directly into an ISA, shares must first be sold, the cash transferred into your ISA, and the stock re-purchased, which could itself incur tax liabilities.


Cash ISAs & Equity ISAs
A cash ISA is essentially a tax-free savings account whilst an Equity ISA allows you to invest in shares, funds and bonds.

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.