We can manage your investments on your behalf

Our Discretionary Service‍

The wealth management solutions we provide are incomparable. They’re bespoke, personalised and completely centred around you, your financial goals and objectives. At the forefront of this, is our discretionary and stockbroking services, which are ideal if you have a particular investment requirement or would like your investments to be managed by a professional on a discretionary basis. 

In these cases, we would work with Rowan Dartington, who are owned by St. James’s Place and specialise in providing tailored, discretionary management and stockbroking solutions. 

You will be allocated an Investment Manager from Rowan Dartington, who will work with you to create and manage a portfolio that reflects your personal goals. Rest assured, we work hard to ensure your discretionary portfolio compliments the rest of your investments. ‍

Our Stockbroking Service‍

Another option is for you to manage your own portfolio but receive support from our experienced stockbroking team. Whether you take advantage of the invaluable advice our team has to offer, or you simply require our straightforward dealing service, our stockbroking experts are here to help. 

If you already have assets with other providers, both our discretionary and stockbroking service conveniently allows you to transfer these, making it easier to manage your finances all in one place. 

The value of an investment with Rowan Dartington may fall as well as rise. You may get back less than the amount invested.