Share & Exchange Traded Fund Services

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To purchase or sell shares and ETFs, you need to be registered with a broker. We can even provide

you advice on what type of broker will best suit your investment needs and wants, and we can register

you so that you can start trading.

Enacting trades, especially when you are newer to the process, can be an overwhelming experience.

Whilst we can set you up to be able to do it yourself, many clients prefer to have us carry out the

share and ETF purchasing and selling for them. This is another service that we offer.

Shares might need to be transferred for many reasons, including:

• Consolidating share holdings conveniently into one broker.
• Shares been purchased in different names in the past. E.g.: ‘Robert Smith’, ‘Robert James Smith’, ‘Robert J. Smith’.
• Due to enacting a will, the owner of the shares might have changed.

The process to do this can be lengthy and complex and we can help you to smoothly do so from start

to finish. 

Details might need to be changed for many reasons, including:

• Contact details changed. E.g.: address, phone number, email.
• Shares purchased in different names in the past which need to be unified. E.g.: ‘Robert Smith’, ‘Robert James Smith’, ‘Robert J. Smith’.

Ensuring that the relevant records are correct and unified can take time and the submission of a range

of evidence documents. We can assist you with this.