Our comprehensive, independent and impartial service, authorised by the Financial Services Authority and backed by the Law Society of Scotland's Guarantee, includes:
- managing your share portfolio and other savings, aided by strong and regular links to a number of Scottish stockbrokers
- providing you with regular valuations and reports
- advising and acting immediately on your instructions for purchases and sales
- using our own nominee company (JHM Nominees Ltd.) to provide you with a simplified and efficient administration
- using our own designated banking to provide instant access to your savings with reasonable rates of interest
- either collecting interest and dividends, or paying these to you or to your bank account direct
- advising on savings, including ISAs and other savings schemes
- being a local branch of Dunfermline Building Society, with a full range of investment accounts, deposits and bonds, with a cash withdrawal service
- advising on pensions, life policies and all your insurance needs.
We are authorised by the Financial Services Authority to conduct Investment Business.
