We are proud to retain the traditional values of a truly personal investment service. As an independent, well-established Partnership, our Partners aim to forge long term investment relationships with clients and their advisors.
Where a financial advisor is present, we can work alongside them to understand a client’s investment objectives and wider financial circumstances. This information creates a detailed picture which then helps to determine our suggested investment solution.
The middle office functions are kept in-house as it is our belief that this is key to delivering the level of service and support required by our clients and their advisors.
We outsource the back office function to maximize client protection.
Albert E Sharp has grown organically and been profitable since inception.
Our Investment Managers are all Partners. Our Partners own the business and have an average of 20 years’ investment experience between them.
We do not offer tax planning or specialist tax advice. We work with professionals who specialise in providing these services including financial advisors, accountants and solicitors.