Advisory Trading

Whether you are looking to grow your portfolio or to create an income stream, our team is here to help you achieve your goals.

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Expert advice on hand should you need it


We aim to provide a dedicated service tailored to your personal investment objectives, be they capital growth, an income-based portfolio or saving to meet your retirement.

Keeping your personal risk profile uppermost in our minds, we offer you advice and access to a range of recommendations on UK-listed companies.

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Receive strategic and tactical investment advice


Receive strategic and tactical investment advice from your dedicated broker on key stock movements and the latest market news when you open an Advisory Trading account.  

Whether your plans are short or long-term in nature, our expert advisors are here to give you an informed opinion. We will also help you to construct a portfolio tailored to your investment objectives, with ongoing advice and recommendations on individual stocks.  

Features of the SVS Advisory Account include


  • A dedicated service tailored to your personal investment objectives and risk tolerance
  • Recommendations on UK-listed companies where we see a potential for growth
  • Analyst reports on selected companies
  • Regular portfolio updates from your broker
  • Only pay if you decide to trade
  • No annual management fees
  • Available for ISAs, SIPPs and GIAs (General Investment Account)
 

Advisory Broking


Our Advisory Broking is a telephone based service; you will be assigned a broker who will provide you with strategic and tactical investment advice and the latest news on the stocks that are moving in the markets. In addition, you will also have access to research into the technical and fundamental factors driving market behaviour.

Whether you are aiming for maximum capital growth or prefer an income based portfolio, your advisory team is on hand to assist you in your ambitions.

  • Investment Committee


    Our investment committee is comprised of a team of market professionals from different backgrounds, ranging from corporate finance through to investment analysts, with decades worth of experience.

    The committee meets regularly to review market trends and developments, economic events and corporate news in-order-to adapt our investment stance. 

     

  • Contact Us Today


    Find out how you can gain access to trading opportunities as they emerge.

    Speak to a Representative

     

  • Open an account


    Start trading with an SVS Advisory account today and be allocated your dedicated broker.

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Risk Warning: All investments carry risks. The price of shares and other financial investments, and the income derived from them, may fall as well as rise and the amount realised may be less than the original capital invested. There is an extra risk of losing money when shares are bought in a period of high volatility. The extent and value of any ISA tax advantages or benefits may vary according to your individual circumstances.

The levels and bases of taxation may be subject to change. Forecasts are not a reliable indicator of future performance and past performance is not a guarantee of future success. You should carefully consider your own financial circumstances before dealing in the stock market. You may not get back the full amount invested. If you are in any doubt about your investment decisions, we recommend you seek the advice of an independent financial advisor authorised under the Financial Services and Markets Act 2000, who specialises in advising on the acquisition of shares and other securities.