"This is the old fashioned hands on stock broker, ‘my word is my bond’, service that is virtually extinct but I believe is and will come back as clients realise what they are missing."
James Joly
Moncrieff Joly Partners LLP
James Joly
Moncrieff Joly Partners LLP
We are pleased that for Simply Biz members we are able to offer preferential rates and investment threshold figures. SimplyBiz became a shareholder in Henderson Rowe as SimplyBiz wanted to provide its members with a high quality, independent, discretionary investment management team.
Increasingly the outsourcing to professional investment specialists is attractive to both clients and members. With a trail available on all assets this relationship also opens up the way to gain influence over all your clients’ investments, even those currently with stockbrokers or elsewhere.
