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For this reason many of our clients find that the trust they place in us as solicitors, and the convenience of a locally accessible service, quite naturally extends to management of investments; consequently this additional feature is part of a comprehensive service to many of our clients.
We provide the investment management service in conjunction with Brewin Dolphin, the largest independent private client investment manager in the UK. Our established relationship with them can mean significant advantages for our clients.
Brewin Dolphin provides a complete investment management service on either an advisory or discretionary basis. Stock is held in their nominee service and therefore avoids the need to hold individual share certificates. This approach carries with it the advantage of a single composite tax voucher, thus saving our clients accountancy time and expense in the laborious collation and checking of individual vouchers.
Also, it is worth noting that unlike many firms, this arrangement allows Thorne Segar to offer clients integrated investment management via Brewin Dolphin along with our taxation services. This could help us to make the whole business of investment management even quicker and easier for you. Just contact us and we will be happy to explain our approach and the various benefits in detail.
All the information you need can be obtained by calling John Mullis, the firm’s Senior Partner and Head of Investment; call John on 01643 700457 or click here to email him for a chat about your investment requirements.
Important Notes:
The value of your investment can fall and you may get back less than you invested. No product or service is suitable in all cases and you should consult a professional advisor if you have any doubts as to the suitability of any of the services mentioned.
Brewin Dolphin Ltd are authorised and regulated by the Financial Services Authority. Brewin Dolphin Ltd have approved the information relating to Brewin Dolphin Ltd given on Thorne Segar’s Investment page.
Thorne Segar is not authorised under the Financial Services & Markets Act 2000 but Thorne Segar are able in certain circumstances to offer a limited range of investment services to clients, being a firm regulated by The Solicitors Regulation Authority. Thorne Segar can provide these investment services if they are an incidental part of the professional services Thorne Segar have been engaged to provide.
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