James Sharp is an established and experienced firm of stockbrokers and investment managers selecting funds and direct equities. Our aim is to help clients achieve their financial goals and respect each person's unique needs and values. We have been helping clients with their investments for over 130 years.
What is James Sharp？
James Sharp is rated three stars on WikiStocks and offers an attractive interest rate of 6.77% on uninvested cash, providing a beneficial option for clients who hold cash in their accounts.
The firm also offers mutual funds, attracting investors looking for diversified investment options.
However, details about their fee structure and specific features of their trading platform or app are not available, which may limit potential clients' ability to fully assess the suitability of their services before making a commitment.
Pros & Cons
James Sharp offers specialized services tailored towards management for charity and wealth, attracting clients with specific investment purposes. The firm is regulated by the Financial Conduct Authority (FCA), ensuring that it adheres to high regulatory standards, which enhances trust and credibility among clients.
The firm lacks a diverse account selection and does not offer direct tradable securities, which may restrict investment flexibility and choices for clients. Additionally, James Sharp has not developed a unique trading app or platform, nor does it provide educational resources and analysis tools, potentially limiting client engagement and the ability to make informed investment decisions due to a lack of support and technological infrastructure. The fee structure remains uncertain, which could cause potential clients to hesitate before committing to their services.
Is James Sharp Safe？
Regulations:
James Sharp is regulated by the United Kingdom Financial Conduct Authority (FCA) with license number 813845. The FCA ensures that financial firms like James Sharp provide services to consumers while maintaining the integrity of the UK's financial markets.
Being regulated by such a reputable authority enhances the safety and credibility of James Sharp as a financial service provider.
Funds Safety:
James Sharp offers considerable protection for client assets through its Nominee company, Rulegale Nominees Limited, which holds investments outside the firm's reach, safeguarding them from creditors in case the firm defaults.
Furthermore, James Sharp participates in the Financial Services Compensation Scheme (FSCS), where eligible investments are covered up to £50,000. Additionally, client money is protected up to £85,000 per individual per institution under the Deposits Protection scheme, ensuring safety even if the deposit institution fails.
Safety Measures:
James Sharp employs rigorous safety measures for the protection of client funds and information. All client assets are held in trust accounts, keeping them separate from the firms assets and protecting them under client money rules.
The firm does not participate in stock lending, which further minimizes risk. James Sharp also maintains insurance that covers each claim against the Nominee company up to £3,000,000, providing an additional layer of security.
What are securities to trade with James Sharp？
James Sharp offers a range of investment management services tailored to meet the specific needs of individuals, charities, trustees, companies, and professionals. Their offerings include:
United Kingdom
Owns 1 seat(s)
