Stockbroking

Our investment professionals can offer various services to help you manage your investments in a way that suits you.

Discretionary management

If you wish to leave the investment decisions to our experts, we will agree your goals and risk tolerances and then manage your portfolio on your behalf. Your Investment Manager will provide you with regular reviews and valuations of your portfolio.

Advisory management

Alternatively, if you wish to have more hands-on involvement in the process, while receiving professional advice, you can choose to be an advisory managed client and be involved in the investment decisions before they are made.

Advisory dealing service

Our advisory dealing service has been specifically designed for clients who wish to manage and monitor their own investments, but retain the ability to discuss markets and receive our recommendations and advice.

Execution only dealing service

If you have already made your decisions and are looking for a swift and efficient dealing service, we can undertake your transactions via our highly experienced dealing team. Using the latest technology, including automated pricing services of the London Stock Exchange and the leading market makers, we offer an effective dealing facility enabling us to operate in almost all the world’s stock markets.

CFD, futures and traded options service

WHI are able to offer this as an execution only dealing service, advisory dealing service or on a discretionary managed service. WHI also offer Contracts for Difference (CFDs) and a spreadbetting service that can be incorporated into an overall portfolio to suit a range of investment strategies.

Whichever route you choose, WHI’s in-house administration aims to maximise the efficiency of our service and ensure you receive the right frequency and level of contact.