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Advisory stockbroking service

If you take an active interest in the stock market and want to manage your own portfolio but need expert investment advice, our advisory stockbroking service is right for you.

This high-quality, innovative and sophisticated service gives you access to an experienced professional with whom you can discuss your own investment ideas. Once you've decided on a trade, they'll provide fast, efficient execution services.

We'll work closely with you on all aspects of your portfolio, to ensure we understand your specific needs, personal objectives and attitude to risk, as well as your level of investment knowledge and experience. Then we'll periodically help you assess your investments to make sure they're still suitable for you. Our aim is to give you the peace of mind that comes with working with an experienced Stockbroker while allowing you to stay in control of your investments.

Our advice is based on top-quality multi-asset research by our industry-leading teams. Quest?, Canaccord Genuity's proprietary stock research tool, enables us to take a clear-sighted view of corporate performance before we recommend specific investments.

Please note, this service is deemed to be 'restricted', as we do not provide advice in respect of pension or life insurance products. However, we advise all our clients on investments with complete impartiality as we are not tied to any particular product providers.

Tell us what you want

If you'd like to know more about our advisory stockbroking service, get in touch. You can talk through your ideas with us and discuss what kind of stockbroking relationship would suit you.

Download our brochure

  • Find out the details of the service
  • Read about how we'll keep you informed 
  • Find out more about our wider services.
Looking for offshore services?

We have offices in Guernsey, Isle of Man and Jersey.

How can we help?

If you would like to know how we can help with your investment management, wealth or financial planning needs, get in touch. We will be delighted to provide more details of our services.

IMPORTANT: Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.

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