| Company
merger with Pritchard Stockbrokers |
| We are taking this opportunity
to inform you of a merger which we have completed with
Pritchard Stockbrokers. Pritchard are a national Stockbroking
company with 12 UK based offices www.pritchard.co.uk.
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| As Wales only independent
Stockbroker, the provision of a professional and comprehensive service
to our clients is foremost in our minds. This merger has been undertaken
to enhance this professional service we provide to our clients old and new. |
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| How will our merger help
you? As well as offering you low cost execution
only dealing services from our Swansea office, our services now include: |
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Share Advisory service
Discretionary and Advisory Portfolio
Management
Personal Equity Plan (PEP) and Individual
Savings Account (ISA)
Management of Trust and Charity Funds
Management of personal pension schemes
(SIPPs and SASSs).
Traded options, Covered Warrants and
Contract for Difference (CFDs)
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| To strengthen our position
even more we have brought in two new members of staff; |
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| Bill Hunt - who has over
25 years experience as a Stockbroker and Fund Manager including being the
regional director for Brewin Dolphin and W.H.Ireland Stockbrokers. |
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| Chris Till - who has
take over the Probate management from Simon Rogers. Chris brings a wealth
of experience in the financial field as well as sound experience in areas
of back office and technical support. |
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| This is an exciting and positive
new era for us and we look forward to continuing our professional relationship
with you and reaping the benefits of our strengthened position. |
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| Should you require any information
or clarity on any matter please contact us on our usual numbers quoting
your (PL) Client Number (if applicable). |