Through our relationships we provide an Investment Administration Service for our clients who manage their own share and bond portfolios.
This service provides you with a six monthly statement of holdings detailing all the investments held and an annual tax summary, making it easier for tax returns to be completed with the potential for reduced accounting fees through the simplification of your record keeping. Finally for any share sales or purchases you may wish to make we can organise this for you.
If you are interested in discussing this service in more detail please call Warren Kettlewell at Strettons on (07) 376 1748
< back to Our Services
Investment Administration Service