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Our Principles

Our Principles

Basta Hale prides itself on treating each client as an individual, and tailoring the service it is providing to the individual requirements rather than telling the client what they can have.

We focus on offering a personal service and believe that clients should have direct contact with their investment manager and their team.

Basta Hale takes great care to ensure that the advice our teams provide and the discretionary investment decisions they make are suitable for the individual client's circumstances and needs.

Personal Service

The quality and depth of our client service is second to none. The experience and dedication of our teams, combined with their local knowledge means clients receive the highest standards of care.

Investment Expertise

Our first hand knowledge of UK and global markets is what sets us apart from other stockbrokers and investment portfolio managers. We listen to respected economists and market commentators and assimilate their views with the work of our own award-winning, innovative fund managers and analysts so that we can offer our clients the best of both worlds at all times.

Trust

Trust is the cornerstone of our business. The trust that is established between our investment managers and our clients is central to any advice we may offer and the decisions we may make on their behalf.