The Share Specialist
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The Share Specialist is a privately owned independent investment management business providing bespoke investment services to Independent Financial Advisers and their clients. Their service is based on their unique status as a fee based advisory stockbroker.
This enables them to provide truly bespoke portfolios as well as ancillary services such as managing out client assets.
The principal is Ian Head, who has been in the Investment Industry for 20 years, with experience working in Private Banking, Discretionary Management and Advisory Stockbroking.
The Share Specialist provides active advisory investment management services to an ever increasing number of Independent Financial Advisers, Solicitors and Accountants as well as their clients. Depending on the client, portfolios can either be tailored or modelled. By using the Ascentric platform The Share Specialist is able to dovetail their investment work with that of the IFA. Unlike the discretionary model they are able to work in partnership with the adviser.
Ian is an established public speaker on investment matters including appearances on the BBC, has spoken at the London School of Economics, and was a guest speaker at the World Money Show in London in 2008.
Access to The Share Specialist is not limited to the Ascentric platform, although it is their platform of choice.
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