THE top stockbrokers survey has changed in recent years to place less emphasis on how stockbrokers would respond to the specific needs of certain archetype investors. However, we still assess which firms excel in which areas, something that is important to clients. The tables below can be used as a guide in picking the right broker for your needs. We selected only those firms with strong scores in each archetype. Our choices are based on our insights into the feedback from brokers and clients. They are not ranked but listed in alphabetical order.YOUNGsaverUnder 35, saving regularly from income: Largely self-directed, such clients will interact mostly online, requiring some educational guidance and low-cost trading for relatively small monthly investments.GT247.comPSG Wealth Standard OST/StockbrokingLUMP-SUMinvestorReceived a large payout and invested it in shares: Such clients often need personal advice to develop an investment strategy to match their life stage an...
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