Financial Advice

Financial Advice

Benefit from our teams expertise, insight and professionalism.

At Marshall Sterling, we provide a range of advisory solutions broadly split into: 

a) Traditional Financial Advice on specific investments or a portfolio as a whole; and
b) Corporate Advice in relation to either:

  • a new business venture
  • the expansion of an existing business, or
  • the sale or acquisition of a business. 

We are well positioned to guide our clients on: 

  • corporate structuring
  • investor protection
  • tax efficient investment structures
  • registration with HMRC
  • financial promotions
  • capital raising 
  • etc etc


Our clients are able to call upon the expertise of our team’s Investment Banking, Private Equity, Hedge Fund and Markets knowledge, taking comfort and gaining peace of mind that our interests are aligned and we are committed to providing the best outcome on all work undertaken. 

We work hand in hand with our clients and utilise the specialist expertise of global legal advisers, security trustees, accountants and insurers to ensure full consideration is given to the detail. 

In relation to Advisory Stockbroking, the term (and service) is synonymous with you, the client taking an active interest in your portfolio, yet you may not have had the time, expertise or resources ensure your investments were as well managed or aligned to your objectives as you would like. 

Our Stockbrokers are here to keep an eye on your investments for you and discuss them by phone or email at your convenience.

We will discuss your own investment ideas and contact you with suggestions that you may have not been aware of that match your investment objectives.

You are in control of your portfolio with the benefit and peace of mind that you could speak to a qualified, registered  professional about what is happening in the markets at any given time.

Please contact us (by clicking the Contact button at the top of this page) for more information on taking advantage of any of the services set out above. 

Handshake

At Marshall Sterling, we work closely with our advisory clients keeping them informed of events that may affect their portfolios in a timely fashion so that a decision can be made whilst it’s still relevant.

The relationship with your broker is one that we hope you will have for many years, working hand in hand, discussing opportunities, obtaining market insight whilst taking comfort and peace of mind that we have your best interests at the forefront of our ethos.

Our advisory stockbrokers can be as proactive or as passive as you wish them to be. If you want to be kept abreast of major moves in the market or your portfolio, that is what will happen. If you only want to know if any of your individual stocks have been up or downgraded, that is what will happen.

Our advisory stockbrokers have considerable market knowledge and can be proactive in communicating ideas as and when opportunities as they present themselves.

Advisory stockbroking is not just about suggesting what to buy or sell, but also critically what not buy or sell.

We possess expertise that enable us to make recommendations that match your investment criteria, whether your objective is to maximise income or capital growth, your stockbroker is there to guide you.

All us to be be your eyes and ears in today’s complex market.
Telephone dealing puts you in control.

Happy Family Having Fun on Beautiful Sunny Beach

Advantages

  • Regular investment advice, but ultimately you decide whether or not to act on the advice.
  • Perfect for those clients who wish to take an active role in the management of their portfolio.
  • You can discuss your own investment ideas with us.
  • Bespoke service tailored to your own needs and investment style.
  • Guidance on portfolio construction if or when you need it.
  • Someone who will advise you when to buy, hold or sell.
  • Your own stockbroker who understands you and your investment objectives.
  • News and in-sight while it still matters.
  • Not limited to in-house models or buy-lists.
  • Execute trades over the phone at the best market price.

Please contact us for more information by clicking here or apply to become a client here.