James Sharp is a trusted pair of hands for your stock market investments.
We deliver consistent financial performance through our knowledge and understanding of the financial markets.
Our investment managers collectively have more than 80 years of combined experience in delivering investment services to clients, providing a range of services to support generational wealth.
Depending on how you feel about making investment decisions, we can help you choose the investment service that best meets your needs.
With our service matrix you can identify your requirements against all of our investment services to see which one would be the most suitable for you.
| With our service matrix you can identify your requirements against all of our investment services to see which one would be the most suitable for you. | Discretionary Discretionary Service | Execution Only Execution Only Service | |
|---|---|---|---|
| Investment decisions taken by your dedicated investment manager | |||
| Investment decisions made by you with advice | |||
| Investment decisions taken by you without advice | |||
| Day to day portfolio management by a qualified professional | |||
| Quarterly report with detailed performance update | |||
| Online access to view your portfolio | |||
| Annual capital gains tax statement | |||
| Consolidated tax certificate | |||
| Corporate actions advice |
