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About Us

About Us

Basta Hale is a national provider of stockbroking, investment management and fund management services to private investors, trusts, companies and charities. Since being established our philosophy has remained the same - the client’s financial well being is paramount. Our experienced and qualified teams continue to provide the excellent standards of portfolio management, investment advice and customer care for which we are renowned. Indeed most of our clients stay with us for many years. Basta Hale portfolio managers and advisers ensure the advice and investments suit the personal and professional needs of clients and their families both today and in the future.

What We Do

At Basta Hale, we pride ourselves on offering an efficient yet personal service combining the latest research and technology with a traditional personal approach to stock broking and investment management, whilst also offering a broad range of products tailored to each client's individual needs.

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Management Team

Introduction to the key members of the Basta Hale Management team.

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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.

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