Discretionary and Stockbroking Services

We  offer the most individually focused wealth management. SJP’s discretionary and stockbroking services are ideal if you have specific investment requirements or preferences, or if you want to delegate control of your investments.

These services are provided by Rowan Dartington, who specialise in discretionary management and stockbroking. With our help, Rowan Dartington delivers tailored investment solutions and dedicated support. Rowan Dartington is wholly owned by the St. James’s Place Group.

With Rowan Dartington’s discretionary service, a dedicated Investment Manager from Rowan Dartington will work with you to create a portfolio matched to your unique needs and manage it in a way that suits you. We  will work with them to make sure it works alongside your other investments.

Rowan Dartington’s discretionary portfolios give you access to a wide range of assets for investment, including direct equities. Here are some of the options:

• Your portfolio might include the Responsible Investing Bespoke Portfolio Service.
• The Capital Gains Tax service can help you with effective tax management.
• We  can help you pass on wealth tax efficiently with the AIM Inheritance Tax Portfolio Service*.
• The overseas portfolio management service can help meet your unique planning needs if you’re an ex-pat living in the UK.
• Specialist lending facilities can provide a loan secured against the eligible assets in your portfolio.

Through Rowan Dartington’s stock broking services, you will receive advice on individual investments, including direct equities, but you continue to manage your own portfolio. On the other hand, if you know exactly what you want to buy and sell, Rowan Dartington’s stock broking services team can provide a straightforward dealing service.

Both our discretionary and stockbroking services mean you can bring across assets you might already hold with other providers, including cherished holdings. It gives you the convenience of all your assets in one place, coupled with a more personalised and dedicated approach to looking after your portfolio.

The value of an investment with Rowan Dartington may fall as well as rise. You may get back less than the amount invested.

*Please note that this type of investment will not be suitable for everyone. These are higher risk than mainstream investments and are therefore suitable for experienced investors who accept that they may get back significantly less than the original amount invested.

The levels and bases of taxation and reliefs from taxation can change at any time and are dependent on individual circumstances.