Intermediaries
Working closely with you, we offer a broad range of products and services which are not only fit for purpose, but tailored to the specific needs of your underlying client. But a comprehensive offering doesn’t have to come with a high price tag. Our intermediary service is low cost, with no hidden charges or add-ons tacked on. And being part of Shard Capital stands us apart from our peers, providing clients with access to the wider group’s extensive product range, network and resources.
Working closely with you, we offer a broad range of products and services which are not only fit for purpose, but tailored to the specific needs of your underlying client. But a comprehensive offering doesn’t have to come with a high price tag. Our intermediary service is low cost, with no hidden charges or add-ons tacked on. And being part of Shard Capital stands us apart from our peers, providing clients with access to the wider group’s extensive product range, network and resources.
WE OFFER
- No custody charges, allowing flexible pricing
- Broad range of services and products to ensure a comprehensive and complete investment solution for your clients
- In-house expertise across a full range of investment disciplines including direct lending, convertible bonds, global credit markets, structured investments, equities and collectives
- Accessible offices located in the heart of the City overlooking the Thames
To join Shard Capital, call us on +44 (0)207 186 9950 or email us at scsb@shardcapital.com
Wealth Management
For an all-encompassing approach to your wealth and financial planning, look no further. Our wealth managers benefit not only from years of experience, but access to all the other broking and asset management services and professionals within Shard Capital. Add to that our other partnerships across the City, we’re well placed to meet your wider requirements in full whatever stage you’re at with you investment planning.
Stocks & Shares ISA/ JISA
Shard Capital offers competitively priced Stocks & Shares ISAs/JISAs to help with tax efficient investing. You can hold as many investments as you like, buy and sell a broad range of securities and investments or make lump sum subscriptions at any time, as long as the annual limit, set by the HMRC, is not exceeded. The cut-off date for investing in an ISA is 5 April every year. If the maximum allowance has not been used by then, you will lose the chance to do so for that year.
SIPP
Shard Capital offers a third Party SIPP. We take responsibility for the investment management and administration of the custody of the investments and cash, while a leading SIPP provider acts as the trustee. As the respective offering of any two SIPP providers can differ significantly, Shard Capital has relationships with a number of established providers so we are able to provide you with a high degree of choice: for example a particular investment may not be eligible for inclusion in one SIPP, but may be eligible in another.
Shard Go
Build a physical share portfolio yourself using our intuitive trading platform, backed up by the expertise of our broking team who are on hand to help. ShardGO allows you to manage your portfolio easily, at any time, on any device from a single account.
