James Sharp

James Sharp
WikiStocks Rating	⭐⭐⭐
Fees	N/A
Interests on uninvested cash	6.77%
Mutual Funds Offered	Yes
Platform/APP	N/A
Promotion	N/A

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:

• 　　Investment Management for Individuals: James Sharp provides personalized investment solutions designed to meet the individual financial goals and circumstances of each client. This service supports individuals and their families in managing and growing their wealth effectively.



• 　　Investment Management for Charities & Trustees: Tailored to the unique requirements of charities and trustees, James Sharp develops investment strategies that align with the key aims and objectives of these organizations, ensuring that their investments support their long-term goals.



• 　　Investment Management for Companies: For business owners, directors, and the self-employed, James Sharp offers investment support to help diversify risk and establish long-term investment strategies that contribute to the stability and growth of their businesses.



　　Clients have the option to choose between different levels of service depending on their investment experience and the degree of personal involvement they desire:

• 　　Discretionary Service: Ideal for those who prefer a hands-off approach, allowing James Sharp's expert managers to make investment decisions on their behalf.

• 　　Execution Only Service: Suitable for clients who want to retain control over their investment decisions, with James Sharp executing transactions based on specific instructions.



Research & Education

　　James Sharp offers a robust array of research and educational resources that aim to empower clients with knowledge and insights to make informed investment decisions:

• 　　Market and Stock News Highlights: James Sharp provides timely updates on market trends and stock movements. Regular posts summarize key developments in the UK markets, such as weekly changes in the FTSE 100 Index and significant corporate events affecting publicly listed companies. This continuous stream of information helps clients stay informed about market dynamics that could impact their investment strategies.



• 　　Insights and Analysis: The firm delves deeper into financial topics through its “Insights” section, offering articles on subjects like investment scams awareness, the implications of new financial regulations, and strategies for maintaining composure during financial market volatility. These pieces are designed to educate clients about the broader financial landscape and potential risks, as well as providing guidance on navigating complex market conditions.

• 　　Investment Process: James Sharp shares its investment process, highlighting the importance of staying invested over time and the impact of various global factors on investments. This transparency in their approach helps clients understand the foundational strategies behind their investment decisions.

• 　　Educational Achievements and Professional Development: The firm celebrates the educational accomplishments of its staff, such as team members obtaining Investment Advice Diplomas. This not only supports professional development within the firm but also reassures clients of the expertise available to them.

• 　　Interactive and Client-Centric Initiatives: James Sharp actively invites feedback and interaction from its clients through surveys and invites them to share views, ensuring that their service continues to evolve in line with client needs. The new website launch and updated branding are also part of their effort to enhance user experience and provide easy access to important financial information and tools.



Customer Service

　　James Sharp provides customer support from their office located at The Exchange, 5 Bank Street, Bury, Lancashire, BL9 0DN.

　　Their office hours align with the stock market's operational hours, open Monday to Friday from 8 AM to 5 PM, with the market closing at 4:30 PM. Clients can reach out to them via phone at 0161 764 4043, send a fax to 0161 764 1628, or email at mail@jamessharp.co.uk.

　　For more personalized inquiries, there is a contact form available on their website where clients can submit their details and questions.



Conclusion

　　James Sharp is a distinguished investment management firm with over 130 years of experience, offering tailored services for individuals, charities, trustees, and companies.

　　Located in Bury, Lancashire, the firm prides itself on a deep understanding of the markets and a commitment to building wealth through shared values.

　　James Sharp's approach combines a strong compliance framework with advanced tools for client engagement and investment control, ensuring a reliable and insightful investment experience for its clients.

FAQs

• 　　What types of investment services does James Sharp offer？

• 　　James Sharp provides discretionary and execution-only investment services tailored to individual, charity, trustee, and company needs.

• 　　How can I contact James Sharp for support？

• 　　You can contact James Sharp by phone at 0161 764 4043, via email at mail@jamessharp.co.uk, or by visiting their office at The Exchange, 5 Bank Street, Bury, Lancashire.

• 　　Is James Sharp regulated？

• 　　Yes, James Sharp is authorized and regulated by the Financial Conduct Authority (FCA), and is a member of the London Stock Exchange and the Aquis Stock Exchange.

Risk Warning

　　The information provided is based on WikiStock's expert evaluation of the brokerage's website data and is subject to change. Besides, online trading entails substantial risks, potentially leading to total loss of invested funds, so comprehending associated risks before engaging is crucial.