Advisory/Discretionary

How can our Advisory and Discretionary services help you?

Direct Sharedeal’s advisory and discretionary service will help you to evaluate and understand risk, and from this manage your investment return potential.

Direct Sharedeal’s Advisory And Discretionary Team have a wealth of experience in equities, indices, commodities and foreign exchange. Our services range from traditional stock broking to more complex instruments including futures and Contracts for Difference (CFDs). We can also provide detailed research analysis on investment opportunities within the marketplace.

Our business serves clients with complex financial needs. We can advise and control portfolios on behalf of institutional investors and we also manage the affairs of experienced individuals. Whether you are an active trader, interested in speculating on or hedging against equities, or a experienced individual who would like advice and access to other products we can meet your needs. In every case we focus on the active management of our clients’ portfolios.

All you need to decide is whether you want to be kept fully informed or if you would like us to act on your behalf.

Meeting your needs

Our aim is to help you make the most efficient use of your financial resources. Through our capabilities and expertise we can provide an integrated service - operating as a strategic business partner, identifying with your objectives and delivering the right solution.