Welcome to Collins Stewart Wealth Management, a leading investment manager and stockbroker.

We are part of Collins Stewart plc - a leading independent investment banking group with offices in 10 geographies worldwide.

Private client services

Investment management and stockbroking services for discerning clients. Our range of sophisticated investment services, including financial planning, portfolio management, stockbroking and investment funds, are always tailored to suit your individual needs and aspirations. >>

Intermediary services

With many years experience of working with professional advisers we operate within the framework you set. This ensures that clients' needs are served in the most appropriate way and that we add value to the services you provide. >>

Charity services

A range of services specifically tailored to meet charity needs. Our experience of working with charities means we operate within the framework set by the Trustee Act 2000 and Charity Commission guidance CC14. >>

• Financial Planning >>
  Independent advice to help preserve, grow, enhance and pass on your wealth. Retirement planning, Inheritance Tax and estate administration services. PEPs, ISAs, SIPPs, SSASs. Also offshore account services.

• Portfolio management >>
  Tailored portfolios to meet your needs and aspirations drawing upon a disciplined investment philosophy and sophisticated process. Available as a discretionary, discretionary multi-manager or advisory service.

• Stockbroking >>
  A range of stockbroking services to suit your individual requirements. Fast, reliable and discreet trading, dealing and advice. Also advanced company and employee investment dealing services.

• Investment funds >>
  Equity, fixed interest, multi-asset and hedge funds for IFA, institutional and direct investors available through Collins Stewart Fund Management – a multi-investment boutique.