Instruct James Sharp to make stock investment decisions with our premium Discretionary Service.
It enables judicious investment decisions to be made in line with a clear investment mandate.
We take time to listen to the needs of trustees to establish a clear understanding of their requirements, ensuring that our management remains in line with the agreed aims and objectives.
Trustees will be assigned an Investment Manager who will continuously monitor the investments, providing peace of mind.
James Sharp is happy to attend meetings to discuss investments as well as the performance of the portfolio.
A portfolio review will be provided each quarter.
Online access to view the performance on the investments is available through our Conectus Portal.
This service is available to trustees with a minimum of £150,000 to invest.
