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About us

Execution only

Execution only service is a non-advice service for those who wish to make there own investment decisions. Our execution only service consists of two service options as follows:

Self Select Investing (or Trading Accounts) - this offers you the ability to trade in a wide range of ethical investment funds, ETFs and UK shares within a variety of tax wrappers including Stocks & Shares ISA, Junior ISA and a personal pension.

Self Select Portfolio (or Portfolio Accounts) - this is suitable for those comfortable selecting their own risk profile and portfolio without the provision of advice or need for active investment portfolio management. You have an option to choose from three different portfolios with varying risk profiles. You can hold your portfolio of investments within a variety of tax wrappers including Stocks & Shares ISA, Junior ISA and a personal pension.

For more information on how we can help in this area, please contact us.

Simply Ethical does not make a personal recommendation to you in relation to any of the execution only services and we are not required to assess their suitability for you; therefore you will not benefit from FCA rules on assessing suitability.

 

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