S&T Wealth Management is a firm of Investment Managers and Stockbrokers providing bespoke portfolio management services to high net worth individuals.
Historically a service offered by city centre firms, we believe Stockport has always been an excellent location to provide clients with a highly personal Investment Management and Stockbroking Service.
Our advisers all have a huge wealth of market experience whilst our knowledge of International Markets sets us apart from numerous industry competitors. With UK offices in Marple and Dorset, our experienced team can tailor a bespoke investment portfolio whatever the needs or location of the client.
Our services include:-
- Discretionary and Advisory Portfolio Management
- Execution – Only Stockbroking Services
- Individual Savings Accounts (ISAs)
- Probate Valuation Services
- Nominee and Safe Custody Services
- Full Reporting Service
We appreciate that clients have variety of requirements and have vast experience in providing Portfolio Management and Stockbroking Services for:-
- Private Clients
- Trusts
- Professional Advisers
- Charities
- Pension Funds (SIPP, SSAS)
As well as the above, we are happy to work with Professional Advisers such as Accountants, Solicitors and IFAs in order to assist them in providing investment solutions where they are not a specialist.
