Introduction

Our firm has served the interests of clients for over 100 years, delivering the highest standard of investment management and advice centred on the principles of accessibility, technical excellence and integrity.

Individual

We understand that no two people are the same, so anything we do will always focus on clients as individuals. We work with our clients to assess their personal circumstances and determine future goals, ensuring that any solution we provide is suited to their specific needs. Our philosophy is to try to give clients what they want rather than tell them what they can have.

Intelligent

Our team of experienced investment managers and analysts have instant access to the latest technology, research and data allowing them to uncover attractive market opportunities and make informed, intelligent investment decisions, whilst never losing sight of our clients personal objectives.

Investment

Clients, are able to draw on our vast stock market knowledge and considerable investment experience, with a view to meeting personal short, medium and long term financial goals. We have over 70 highly qualified, experienced investment professionals across our firm who are guided by the strongly held principles of Investment Discipline, Active Management and First-Class Service – something we believe sets us apart from others. Although we may have grown and changed over the years, our investment ethos remains the same - the client’s financial wellbeing is paramount. It is this approach which has seen clients entrust us with their personal wealth for many years.

Who we are

The roots of Hargreave Hale date back to 1897, when a stock broking firm was founded in Blackpool by Marsden W Hargreave, to serve the investment interests of his family members and close friends. In 1988, our current Chairman Giles Hargreave merged his own company (Hargreave Investment Management) with the family stockbroking business (Marsden W Hargreave Hale & Co) to create the business we have today.

In February 2001, Hargreave Hale converted from a partnership to a limited company, and at the same time became an associate of Investec (the listed banking group) with the latter purchasing a 35% interest.

Today our firm, which retains its head office in Blackpool, has nationwide presence, serving clients from locations across the UK. However, despite this growth over the years, the company’s philosophy has remained the same - the client financial wellbeing is paramount. We believe Marsden Hargreave would have wanted it this way…

What we do

Hargreave Hale is a leading provider of investment management, stock broking and fund management services in the UK. Our experienced professionals offer private clients, professional intermediaries, companies, trusts and charities a progressive and modern approach to investment coupled with traditional values of customer service.

Our approach is measured and intelligent, with a continued focus on preserving capital and delivering positive returns.

MANAGEMENT TEAM

Our Board of Directors use their considerable industry and business leadership experience to set the firm's strategic values, vision and objectives, with the ultimate aim of serving the best interests of our clients, shareholders and personnel.

GILES HARGREAVE

GILES HARGREAVE

Giles is the chairman of Hargreave Hale. Giles oversees the investment mandates of several retail funds including the Marlborough Special Situations and Marlborough UK Micro-Cap Growth Funds.

He is also co-manager of Hargreave Hale's two listed venture capital trusts. Giles also sits on our Investment Committee.

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STUART BROOKES

STUART BROOKES

Stuart is Joint Managing Director of Hargreave Hale. A qualified Accountant, Stuart joined Hargreave Hale as a Financial Controller in 1994, before taking the role of Finance and Operations partner.

Upon incorporation of our firm in 2001, he was appointed Finance and Operations Director before promotion to his current position in 2014.

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LEE FINLAYSON

LEE FINLAYSON

Lee is Joint Managing Director of Hargreave Hale. He joined our firm in 1991 and has held both operational and advisory roles. In 2002, he relocated to London to head the front office, becoming a Director in 2007.

He also sits on our Executive and Investment committees. He was promoted to the position of Joint Managing Director in 2014.

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ADAM CAPLAN

ADAM CAPLAN

Adam is a Director of Hargreave Hale and has worked in the financial services sector for over 25 years. He has considerable experience in managing investments for HNW clients both on a discretionary and advisory basis.

Adam also sits on our Executive and Investment Committees.

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DAVID CLUEIT

DAVID CLUEIT

David is our firm’s Compliance Director. He joined Hargreave Hale in 1999 from Guardian Royal Exchange.

He was promoted to the role of Compliance Officer in 2000, becoming a Director in 2002. David is also a member of our Executive Committee and a Fellow of the Institute of Chartered Accountants.

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GEORGE FINLAY

GEORGE FINLAY

George is a Director of Hargreave Hale. He joined in 1988, having previously held positions at both Kemp Gee and GT Management.

George, who specialises in ‘Old Economy’ and resource companies, enjoys a particularly broad mandate that allows him to unearth thematic plays and under-researched companies, often with an international dimension.

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RICHARD HALLETT

RICHARD HALLETT

Richard is a Director of Hargreave Hale, having joined in 2005 from Singer & Friedlander. He is currently manager of our firm’s Inheritance Tax Portfolio Service.

He is also the manager of Marlborough's UK Multi-Cap Growth Fund and is a member of our Investment Committee.

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RICHARD POLLITZER

RICHARD POLLITZER

Richard is a Director of Hargreave Hale and has over 30 years' industry experience, having been with our firm for the past 25 years. He has a wide client base that includes charities, trusts and private clients.

Richard, who is responsible for managing the regional offices network outside of London, also sits on our Executive and Investment Committees.

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Branches

Hargreave Hale have offices located across the UK. This growing network represents our commitment to providing clients with a regional presence and delivering a first class service.

Bangor

Bangor

Bangor

The origins of the Bangor office dates back to 1948 and has since grown to become one of the largest firms in the North of Wales specialising in investment management.

Headed by Matthew Rainbird, the team use their extensive experience to provide a comprehensive service to private clients, whilst forging close relationships with professional counterparties in the region such as solicitors, accountants and intermediaries.


Address

2nd Floor
30 Dean Street
Bangor
Gwynedd
LL57 1UR

Telephone

+44 (0)1248 353 242 (Calls may be recorded)

Email

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Blackpool

Blackpool

Blackpool

The history of the Blackpool office dates back to 1897. During this time the office has experienced considerable growth, whilst continuing to provide a dedicated service to clients, many of which are private individuals and families who have been with the firm for generations.

Leyton Hunt is head of the Blackpool office and along with his fully qualified team of investment managers have over 100 years' collective industry experience. He attributes the team’s success to local knowledge, strong investment expertise and sound technical excellence.


Address

Talisman House
Boardmans Way
Blackpool
FY4 5FY

Telephone

+44 (0)1253 621 575 (Calls may be recorded)

Email

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Carlisle

Carlisle

Carlisle

The Carlisle office have been addressing the needs of investors in Cumbria and the surrounding regions since 1990.

The team, headed by Hazel Larkin provide a flexible range of investment management services aimed at private investors, corporate clients, charities and trusts. The Carlisle office is also the central point of contact for the firms’ Estate and Probate Valuation Service directed at solicitors and accountants.


Address

10b Clifford Court
Cooper Way
Parkhouse
Carlisle
CA3 0JG

Telephone

+44 (0)1228 515 224 (Calls may be recorded)

Email

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Lancaster

Lancaster

Lancaster

The Lancaster office became part of the Hargreave Hale regional network in 2009.

The current investment team is led by Andrew Garstang. Andrew and his team share over 70 years’ experience in the industry and specialise in discretionary management, advisory share dealing and tax efficient investments.


Address

25 Brock Street
Lancaster
LA1 1UR

Telephone

+44 (0)1524 541 560 (Calls may be recorded)

Email

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London

London

London

The London office was established in 1987 and is home to our largest investment team. The office also houses our highly regarded fund management arm led by Chairman Giles Hargreave.

Drawing on the vast knowledge and research capabilities of our expert analysts, the London team headed by Samantha Cook, provide a wide range of investment services for clients including discretionary management, inheritance tax portfolios, ISAs, SIPPs and also guidance on employee share options.


Address

Accurist House
44 Baker Street
London
W1U 7AL

Telephone

+44 (0)20 7009 4900 (Calls may be recorded)

Email

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Norwich

Norwich

Norwich

The Norwich office of Hargreave Hale opened in 2015 extending our firm’s coverage to the east of England.

The investment team, each of whom hold Chartered Fellowship status, is headed by Richard Larner. The team share over 50 years’ collective experience and provide a range of discretionary services for private individuals, trusts, pension schemes and local enterprises.


Address

13-15 St Georges Street
Norwich
Norfolk
NR3 1AB

Telephone

+44 (0)1603 567 120 (Calls may be recorded)

Email

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Nottingham

Nottingham

Nottingham

The Nottingham office became part of the Hargreave Hale regional branch network in 2015.

Riccardo Landucci heads the team who bring a wealth of knowledge, sharing over 80 years of industry experience, each holding Chartered Fellows status with the Chartered Institute of Securities & Investments. The team is dedicated to building relationships with local intermediaries who may require support on a DFM basis and private clients seeking professional investment advice.


Address

The Point,
Loughborough Road
West Bridgford,
Nottingham
NG2 7QW

Telephone

+44 (0)115 896 5840 (Calls may be recorded)

Email

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Worcester

Worcester

Worcester

The Worcester office became part of the Hargreave Hale network in 2005.

Headed by Mike Davies, the experienced Worcester team is dedicated to providing a premium service and quality investment advice, tailored to the specific needs of each individual client. It is an approach which has allowed the team to establish and build many long term relationships over the years.


Address

Saggar House
Princes Drive
Worcester
WR1 2PG

Telephone

+44 (0)1905 723 551 (Calls may be recorded)

Email

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York

York

York

The York office opened in 2014 providing client coverage across Yorkshire and the adjoining areas.

The investment team led by James Meysey-Thompson have considerable experience in managing discretionary mandates for clients. The catalyst for the teams’ growth and success is an ongoing commitment to the highest levels of investment service and customer care in all circumstances.


Address

23 High Petergate
York
YO1 7HS

Telephone

+44 (0)1904 232 780 (Calls may be recorded)

Email

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Careers

We are always interested in hearing from talented and ambitious individuals looking to participate in and contribute to the growth and success of our forward thinking firm.

We provide an environment within which you will be encouraged to take ownership of your career and make the most of the opportunities on offer in a supportive and demanding environment.

If you would like to apply to work in either our London office or one of our regional branches, please email hr@hargreave.com