How we can help
Our team of Private Client Stockbrokers is hugely experienced in the management of Private Client portfolios. We pride ourselves on building strong relationships that can stand the test of time, based on our core principles of integrity, trust and placing our clients’ best interests at the very centre of every deal we do. 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 also look to either approach the company directly to work with their existing broker with a view to negotiating a suitability attractive entry point for our clients.
Further to the above, our relationship with some of the leading Investment Houses and Financial Institutions can facilitate access to discounted AIM placings and IPOs which will not necessarily be available to the wider market. For our Professional Clients we can also help build a portfolio of Blue-Chip investments by providing general advice and personal recommendations, we also offer a competitive Execution-only service for our Retail Clients.
Many of our Customers invest with us for the EIS and IHT tax relief, applicable to several of our investment ideas. We also provide ISA and SIPP trading accounts.
(Please be aware EIS, IHT and tax rates generally could be subject to change at any point in the future).
Private Client services
(Retail & Professional Clients)
If you are an investor making your own investment decisions but feel more comfortable transacting over the phone via your own designated point of contact, TPI provide the ideal investor solution. As a client of TPI you will also have access to AIM specific company reports, main market equity ideas and our highly impactful investor shows.
(Professional Clients Only)
Our Advisory service is very much a hands-on high net worth offering where, in addition to working your orders in the market, our Investment Advisors will also monitor your investment portfolio proactively, provide you with personal recommendations and maintain a high degree of communication with you, particularly around the release of economic data, relevant news flow and during company reporting.
(Professional Clients Only)
Our Managed service is aimed directly at high-net worth investors who seek exposure to financial markets but have limited time available to do so due to their own commitments or preferences. Typically such clients are entrepreneurial or professional, high net worth investors that seek a managed solution provided by a company with a clearly defined level of professional integrity and a demonstrable focus on acting in their clients best interests at all times, with all such requirements underpinned by diligent research and considered investment methodologies.
Why Turner Pope Investments
We are focused on providing a personable and engaging service to our Private Clients, we endeavour to achieve this by client centric decision making and maintaining the highest standards of integrity. Whilst we are both active and proactive in our approach, we target long term growth opportunities by preference. Our Private Clients have the rare benefit of being able to partake in Secondary Placings whereby Corporate Clients of TPI (typically AIM companies) are seeking to raise additional capital. We understand that successful investment decisions rely upon diligent insight which we believe in turn results in our clients investing from a position of competitive advantage.
As well as the potential for Private Clients to invest in Secondary Placings and IPOs, TPI also provide its clients with daily reports focused on main market UK companies. These reports include investment ideas and an on-going investment universe which can be tracked and utilised as our clients require. Many of our clients are holders of main market investment portfolios, both within TPI and outside and it is therefore crucial that we are able to cater for any of your main market portfolio needs alongside our specialism in AIM companies.
If you are looking to refine your approach to investing, please contact us to arrange a discussion, we aspire to meet as many of our clients in person as possible and encourage you to attend our offices or come along to our next investor evening.
Contact our Private Client Team today
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.
Tel: 020 3621 4120
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