| Benefit | Advisory Dealing | Execution Only |
|---|---|---|
| Stockbroker on hand to execute trades over the telephone at the best market price |  | |
| Trade in shares, bonds, funds, investment trusts, and exchanged traded funds | | |
| Access investments from the whole of market | | |
| Online portfolio access | | |
| Advice and regular telephone contact with your dedicated Stockbroker | | |
| All advice is recommended by our in-house research team | | |
| Access to our Capital Gains Tax Service | | |
| Receive advice on suitable individual investments but you remain in control of how your portfolio is structured | |
Advisory Dealing Service
For those that prefer to have advice on individual investments, rather than the comprehensively structured and managed portfolios included in our Discretionary Managed Services. Where appropriate, we will make recommendations but will only act on your instructions, without reference to your portfolio or other investments.
The levels and bases of taxation and reliefs from taxation can change at any time. Tax relief is dependent on individual circumstances.