London

The London office is managed by Lee Finlayson, who is also a company director. The London Office of Hargreave Hale was established in 1987, which is home to a team of 19 investment managers with more than 300 years experience between them in the stock broking industry. By using this wealth of knowledge and experience our dedicated team is able to provide expert advice and an efficient and friendly service regarding all aspects of the stock market investing.

Whether you are an individual, a family, a company or trustee we are able to tailor our services so you are treated as an individual, and receive the service that precisely meets your needs, now and for the future. This personal approach is something that we pride ourselves on when providing our services.

The London office offers a wide range of investment services including Bespoke Portfolio Management, Inheritance Tax Portfolio Service, Execution-Only Share Dealing, Estate and Probate Valuation Service, Deposit Accounts, Nominee Service, Tax-efficient investing including ISA's and SIPP's, and Employee Share Options.

We also have an experienced team of investment managers who run and manage several investment funds: Marlborough Special Situations Fund, Marlborough UK Microcap Growth Fund, and Marlborough UK Leading Companies Fund. Along with this, the team manages two Venture Capital Trusts (Hargreave Hale AIM VCT 1 and Hargreave Hale AIM VCT 2), which offers investors a range of upfront and long term tax benefits (depending on individual circumstances and may be subject to future tax rule changes 2010/11).

 

If you would like to know more or discuss any of these services further, please contact the London office and speak to one of our friendly and helpful team members.