Discretionary and Stockbroking Services

We offer the most individually focused wealth management. Our discretionary and stockbroking services are for investors who have specific investment requirements or preferences, or who want to delegate control of their investments.

These services are provided by Rowan Dartington, who specialise in discretionary management and stockbroking. With our help, Rowan Dartington deliver bespoke investment solutions along with dedicated support. Rowan Dartington is wholly owned by the St. James's Place Group.

With our discretionary service, a dedicated Investment Manager from Rowan Dartington will work with you to create a bespoke portfolio matched to your individual needs and will manage it for you on a discretionary basis. I will work with them to ensure that your discretionary portfolio works together with your other investments.

Our discretionary portfolios provide you with access to a wide range of assets for investment, including direct equities, and are designed to meet your individual requirements.

  • Your portfolio can be tailored to suit your specific investment requirements and personal preferences. This might include the Responsible Investing Bespoke Portfolio Service, which enables you to align your personal preferences in a way that has a positive impact on the world today and for future generations.
  • The Capital Gains Tax service can help you with effective tax management.
  • We can help you pass on wealth tax-efficiently with the AIM Inheritance Tax Portfolio Service.
  • The overseas portfolio management service can help meet the particular planning needs of non-domiciled individuals who are resident in the UK.
  • Specialist lending facilities can provide a loan secured against the assets in your portfolio.

Through our stockbroking services, advice is offered on individual investments, including direct equities, but you continue to manage your own portfolio. On the other hand, if you know exactly what you want to buy and sell, our stockbroking team can provide a straightforward dealing service.

Both our discretionary and stockbroking services enable you to bring across assets you may already hold with other providers, including cherished holdings. It gives you the convenience of having all your assets in one place, coupled with a more personalised and dedicated approach to looking after your portfolio.

The value of an investment with Rowan Dartington may fall as well as rise. You may get back less than the amount invested.

Got a question?

If you would like to speak to us about a particular issue or wish to find out more about the services I offer, please get in touch.