> Advisory Service
> Execution Only Service
> Invest via your SIPP – Self-Invested Personal Pension
> Invest via your PEP – Personal Equity Plans
> Invest via your ISA – Individual Savings Account
Retail Client – Advisory Service
Ordinary clients of Bridge Hall are called Retail Clients (as apposed to professional clients which tend to be institutions) and may choose to take advantage of our Advisory dealing service. The advantage of the service is that clients can discuss an idea about one stock or another – in order to get an opinion from one of our stockbrokers on the merits of the company.
In order to receive advice a client would need to complete a Client Due Diligence questionnaire with one of our stockbrokers – which will help ascertain what the best options available are.
This service can be extended to professional clients.
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Retail Client – Execution Only Service
Retail clients may wish to simply talk to a human being as opposed to dealing via computer screens when buying or selling stock and shares, but don’t want or need advice on the transaction. In this case, provided we have accepted you as a client, you would be able to trade subject to collateral, giving us your instructions which we will act upon.
As a rule execution only trades cost less than advisory trades.
This service can be extended to professional clients and institutional clients. Please call our experienced dealing team on 0845 130 7712 for further details.
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Invest via your SIPP – Self-Invested Personal Pension
This type of personal pension gives an investor more choice about where his/her pension invests. With a SIPP you can invest in the shares of any company listed on a stock exchange recognised by the Inland Revenue, this includes PLUS, AIM and the full list. This is appealing to people who are interested in the stock market and think that they have the knowledge and skill to “self invest” the funds held by the SIPP.
Invest via your PEP – Personal Equity Plans
Plans where people over the age of 18 can self invest in the shares of UK and other EC companies via an approved plan manager or through qualifying unit trusts and investment trusts and receive advantageous tax treatment. You can not open new PEPs, but you can transfer an old account to us.
Invest via your ISA – Individual Savings Accounts
This was encouraged by the government to help people start saving for the future, with either stock market based investments or a traditional savings account. As an incentive to own an ISA, any interest that is earned on savings or bonds and any capital gains made on investments are tax free. There is a limit to how much you can invest each year. There are two types of ISAs (Cash ISA and a Stock and Shares ISA) and there are rules surrounding how much you can invest in each.