Lancaster

The Lancaster branch of Hargreave Hale was the latest addition to the company’s expanding branch network when it opened in 2009.

Our team has looked after our clients’ investments from a Lancaster base for more than 25 years. Andrew Garstang, branch manager followed his father, and his father into the industry. The current team including Adam Rix, Andy McDowall, Gillian Coulthwaite and Andrew , share 70 years experience in the stockbroking industry, offering clients a wealth of knowledge to help them deal with their investment concerns.

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

In Lancaster our philosophy is to help clients achieve their financial goals rather than tell them what they can have. We offer a bespoke management service, tailored to the individual. We are not tied to any single investment provider and so can advise and deal in investments and products from the whole market. We are traditional stockbrokers at heart, though, so we can offer clients expert advice on all aspects of the stockbroking arena.

In addition to share dealing, and depending on your needs, our services vary from portfolio management, tax efficient investing such as ISA’s and SIPPs and Contracts for Difference. Our popular Discretionary Trading Service is ideal for clients who are short of time and want to be active investors. Our team can perform the research and make those decisions on your behalf, seizing investment opportunities to maximise portfolio returns.

We are a friendly, helpful team of investment specialists and we believe we can help guide you through the financial maze.