IntermediarIES

Over the years, we have developed strong ties with the intermediary community, working closely to deliver first class personalised services and a choice of flexible solutions to serve the needs of a broad range of investors including individuals and families, charities and trusts, limited companies & pensions schemes.

Direct investorS

At Hargreave Hale, we understand the importance of helping our clients choose the right solutions. We provide access to a choice of flexible solutions to serve the needs of a broad range of direct investors including individuals and families, charities and trusts, limited companies & pensions schemes. Clients can be assured that any advice we provide is both informed and unbiased.

Corporate clientS

We work closely with a range of corporate clients who wish to access our investment expertise and capabilities, knowing that any advice or service we provide is both complementary and aligned with corporate objectives.

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Employee Share Options
We provide a comprehensive dealing and administration service, supporting corporate clients who have in place share option/share save scheme programmes for employees and executives.
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Portfolio Management
Our Portfolio Management services allows clients to choose the way we manage their personal investment portfolio, whether they wish to remain central to all decision made or prefer to leave matters entirely in the capable hands of our investment managers.
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Share dealing
Our firm has a rich stockbroking heritage and continues to offer a comprehensive range of sharing dealing services drawing upon our extensive in-house research and execution capabilities.
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Fund Management
Our strong reputation as fund managers has been built on the foundations of expert market analysis, intelligent stock selection and a true understanding of value; something which has been key to our success in serving investors over the years.
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Inheritance tax portfolio service
Our Inheritance Tax Portfolio Service is a discretionary managed solution designed to reduce the effect of Inheritance Tax, whilst allowing clients to retain complete control of their capital.
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SIPP
The Hargreave Hale SIPP is designed to provide clients with a flexible, tax efficient and cost effective vehicle to save for their ideal retirement.
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ISA
The Hargreave Hale ISA offers your clients a flexible and highly tax efficient way to save for the future.
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Junior ISA
Our Junior ISA offers clients a flexible and tax efficient way to save and build a capital sum to help secure the financial future of their children.
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Estates and Probate Valuation Services
Our dedicated Estate and Probate Valuation team provide a fast and efficient service to ease the administrative burden on your clients and connected parties at a difficult time.
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Venture Capital Trusts
Hargreave Hale is responsible for the management of two established AIM Venture Capital Trusts.
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Nominee Service
Our Nominee Service is aimed at those of your clients who wish to outsource the administration associated with the buying and selling of shares. We take responsibility for the safe custody of all share certificates allowing stock to be moved quickly and efficiently. Our dedicated in-house team also facilitate dividend or interest entitlements.
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