Start Investing In Stocks & Shares

Start Investing

Begin your investment journey

How to start investing

Are you looking at starting to invest in stocks and shares but don’t know how to begin?

Whether you want to start with $100 a month or $1,000s, our wealth management experts can help you to start your journey into the world of investments.

There are various ways to invest in the markets

Single Stocks

Mutual Funds

Index Linked

ETFs

You may already have a combination of these but are not sure if they are still right for you. We can review and manage your portfolio for you working in partnership to help your money work for you.

How to start investing

Do you need guidance from a professional wealth manager ?

We want to help you invest in your future, you have worked hard for your money and now is the time to review, revise or reignite your plans to make sure your money is working for you.

Get your free investment guide

Our starting to invest service includes:

• A personalised investment plan from an investment expert

• Recommendations on investments

• An analysis of your risk profile

• A review of your current financial situation

Financial Planning

Planning your financial future can be stressful. Our wealth management experts provide their clients with bespoke financial plans. They can help you to a secure financial future

• Providing a free initial consultation

• Creating a bespoke financial plan

• Implementing your financial plan with reassuring guidance

• Ongoing reviews of your financial plan

Get your free investment guide

Portfolio Investment Funds

Portfolio investments allow you take ownership of stocks, bonds and financial assets. The expectation is that these investments will grow in value over time.

They entail passive or hands-off ownership of assets. This is unlike direct investments, which would involve an active management role.

• Funds can be in Dollars, Sterling or Euros

• Invest from $100 a month

• Instant withdrawals if required

• Risk exposure based on your profile

Get your free investment guide

Single Asset Funds

• Funds can be in Dollars, Sterling or Euros

• Invest from $100 a month

• Choice of a wide range of assets, investments and geographical regions

Get your free investment guide

Share dealing

Our Investment managers can offer a multitude of funds, and shares
Expert investment ideas from our professional advisers
A designated investment manager who is always available for you
Invest from $100 per month

Get your free investment guide

Get your investment advice

Contact us for a free consultation with a US regulated advisor for a financial health check and investment options to suit your needs.

Investment reviews

The management of your investments will have a big impact on your financial future. What was a profitable solution when you started investing may no longer be the best option now.

Our wealth managers are experts at investment reviews. They will help you to plan your financial future.

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Management

We help our clients to find solutions to match their financial goals.

We offer a free investment review and can recommend and implement options that may better serve your investment needs. Click for your free guide to investment management.

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