Advisory Investment Management Service

 

Our Advisory Investment service is tailored for clients who want to be involved in managing their own portfolio. After our initial discussion, we will establish the parameters for your portfolio based on your investment goals. Our investment managers will generate ideas and provide you with ongoing advice and recommendations.


Our clients include private investors, companies, pension schemes and trusts.

 

At Merchant Securities Limited, we offer you:

  • A highly personalised service with a dedicated investment manager
  • A disciplined approach to investment planning to help you build a diversified portfolio
  • Buy & Sell Recommendations based on unbiased advice
  • Access to our proprietary technical research - Mercantalyst
  • Ongoing portfolio reviews to help you adjust to major shifts in the market or as your financial situation changes

     

Next Steps:

Our investment management team is available to discuss your requirements with you.

  • Please click here if you would like us to contact you
  • To open an account, please click here
  • For more information about our settlement service with Pershing Securities, please click here
  • For more information about our account protection scheme, please click here

 

Chris Taylor
Chris Taylor BA (Hons)
Investment Adviser - Leeds Office
christopher.taylor@merchantsecurities.co.uk
+44 (0) 113 237 3057
Andrew Lewis
Andrew Lewis BSc (Hons)
Investment Adviser
andrew.lewis@merchantsecurities.co.uk
+44 (0) 207 375 9010
Richard C.H. Neagle
Richard C.H. Neagle MCSI
Investment Adviser
richard.neagle@merchantsecurities.co.uk
+44 (0) 207 375 9010
Martin Rumbell
Martin Rumbell MCSI
Investment Adviser
martin.rumbell@merchantsecurities.co.uk
+44 (0) 207 375 9010
James Peters
James Peters, MCSI
Head of Investment Management - Manchester
james.peters@merchantsecurities.co.uk
+44 (0) 161 233 0004