Berry Asset Management is a boutique, specialist investment & wealth management firm and part of the Bordier Group. Berry Asset Management focuses solely on managing the wealth of individuals, private families and trustees. We manage portfolios for pensions, trusts, charities, offshore bonds, livery companies, small institutions, and welfare committees, along with investments for our own staff. The portfolios we look after are managed on a bespoke basis, with an emphasis on wealth preservation coupled with very high levels of client service.In 2011 we won ‘Boutique Wealth Management Firm of the Year’ at the prestigious Spear’s Wealth Management Awards, and have been nominated in several categories at the Private Asset Managers awards over the last seven years, winning ‘Best Image and Reputation’ in the Investment Boutiques category, along with four wins for the quality and clarity of our client reporting. We have also been awarded a Defaqto 5 Star Rating for our MPS and Wealth Management Services, and received the ‘Best Innovation’ award at the 2013 Portfolio Adviser Wealth Management Awards.
Details & reviews
Charles Stanley & Co. Limited is one of the oldest firms on the London Stock Exchange. Its origins lie in a banking partnership established in Sheffield in January 1792. The bank prospered, and so did its Stock Exchange investment business. By the 1830s this had grown to the point where a Director was needed in London to handle it, so Charles Stanley came southwards. As the business grew it became recognised as a separate operation and in 1852 the name Charles Stanley first appeared as an independent member firm of the London Stock Exchange.
Details & reviews
Any vehicles as appropriate but more diversity
available the bigger the client.MPS for £250k - £500k and Bespoke Tailoring above £500k
Details & reviews
New trade-through Charts
£500 worth of education
Email alerts
Dedicated account executive service
Market tools
Details & reviews
Halifax Contracts For Differences (CFDs) are a way of making (or losing) money from share price movements without owning the share itself. Trade on equities listed on the major UK, US and European stock exchanges and also on sectors, currencies and precious metals.
Details & reviews
Open an account to trade from just £5.95 with our flexible share dealing service. We aim to provide you with the best information, best service & best prices.
Details & reviews
Our Portfolio Management Service is most suited to those with portfolios over £100,000. It allows you to hand over the day-to-day running of your portfolio to our expert investment team.
Details & reviews
Personal Touch are leading Independent Financial Advisers in all aspects of retirement planning , and fund selection. Click Here and have one of their advisers contact you with no obligation.
Details & reviews
We offer a range of 9 retail unit trust and OEIC funds designed for capital growth and/or income requirements and are ISA qualifying. Financial Advisers should visit our site for our Key features and Application forms.
Details & reviews
A Selftrade self-select Shares ISA puts you in control so you can tailor your portfolio to include investments that you think will yield the best returns.
Details & reviews