We are always looking for exciting new opportunities for our clients using a rigorous due diligence process. However, once identified, the scale of our clients’ appetite is normally such that we would be unable to satisfy that demand through market purchases. In such instances we would look to either approach the company directly or work with their existing broker with the view of negotiating a suitably attractive entry point for our clients.
Further, our relationship with some of the leading investment houses and financial institutions can allow us access to discounted AIM placings and IPOs which may not be available to all market investors.
We can also help you build a portfolio of Blue Chip investments and can provide trading ideas for our professional clients and an execution-only service with a competitive pricing structure for our retail clients. Many of our customers invest with us for the EIS and IHT tax relief that come with many of our investment ideas. We also provide ISA and Sipp trading accounts.
If any of these services are of interest, or you would like more information on how we may be able to assist you, please do not hesitate to contact a member of the Team.
“I wanted to invest in companies with the opportunity for rapid development and the potential for large capital gains, although High Risk in nature. After independent investment selection and being advised by various brokers I was getting disillusioned with AIM and small caps when I came across Ben and James. That was over 7 years ago and I am still with them! I trust them implicitly and their contacts and insight enable them to find businesses that, with the benefit of further investment, have a great chance to grow in value.”
“They know my selection criteria and the things that put me off any company or management team and bring me excellent investment opportunities. Of course they sometimes get it wrong – but that’s definitely a minority of the opportunities they uncover.”
“I have traded with Ben and James for many years, in my opinion they run their business in an efficient and professional manner. They research all the companies they recommend most carefully and ensure they know the management well. I am extremely satisfied with the service I receive.”