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The roots of the north Wales branch of Hargreave Hale go back to 1948. We are now one of the area’s largest investment managers and provide a full range of services from execution-only share trading through to specialised portfolio management for individuals, trusts and charities.
We also run the Marlborough Extra Income Fund from the branch, a unit trust that aims to provide investors with an above average level of income combined with low risk.
We aspire to provide a first class local service for clients and for those who prefer to conduct their business in Welsh we have a number of bilingual members of staff who can assist.