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Please note these are subject to change at any time.

The information in this area of the website is aimed at financial advisers, corporate service providers, wealth advisers, and legal and accountancy professionals. It is not intended for direct use by private investors or onward distribution to retail clients or the general public. Please visit our homepage for information and resources for private clients.

The website is for information purposes only and is not to be construed as a solicitation or an offer to purchase or sell investments or related financial instruments.

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Important information: temporary changes to our usual operating procedures

We are doing all we can to ensure the continued smooth working of our business and have put in place some temporary changes to procedures to accommodate remote working and ensure our clients continue to receive the best experience. We would encourage you to speak to your Investment Manager or Wealth Planner in the first instance.

Remote working

Despite not being in the office and unable to answer our switchboards, your Investment Manager or Wealth Planner is fully available and can be contacted personally on phone or email.  While their calls are being diverted to their mobiles, you may find it easier to email them and request they call you back. You will find our direct contact details provided in our email signatures or in the Our People section of our website.

Please only post cheques, certificates or instructions to our Blackpool office.

As we gradually return to full service, from 22 June you will be able to send cheques and certificates to our Blackpool office:Talisman House, Boardmans Way, Blackpool, FY4 5FY. Please do not send any cheques, certificates or instructions to any other offices until further notice, as we will be unable to process them.  

Debit card payments

We have increased the limit on this to £20,000 so you can subscribe the full ISA limit.

Share certificates in your own name

You will not be able to trade any shares where the share certificate is registered in your own name, until such time as we have transferred the stock into our nominee company name. You should also be aware that the post may become unreliable and you will be at greater risk when posting certificates.

Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.

Investment involves risk and is not suitable for everyone.