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Intermediaries
Hargreave Hale works closely with the intermediary community, including financial advisers, solicitors and accountants. We have a long history of working together to help their clients manage their finances and investments successfully and plan for their future.
Share Dealing Services
Helping intermediaries and their clients to invest in stock markets is part of our heritage and remains central to our thinking. However, we understand that your clients have varying knowledge of stock markets, so we have developed a range of services that reflect these different levels of experience and interest.
Portfolio Management
Whether your clients prefer the Discretionary Account approach or the Investment Managed Account approach they would always benefit from a personal portfolio manager monitoring their investment portfolio and the stockmarkets.
Inheritance Tax Portfolio Service
As clients’ assets develop progressively over time, pushing them over the exempt threshold, skilled Inheritance Tax (IHT) planning becomes more important to the success of a tax mitigation strategy.
Self Invested Personal Pension (SIPP)
The Hargreave Hale Self Invested Personal Pension (SIPP) puts your client in the driver's seat.
Estate and Probate Valuation Services
Hargreave Hale’s dedicated teams offer a fast and efficient Estate and Probate Valuation Service. We provide a comprehensive valuation within one week of receiving a probate request, or sooner if possible. We can also offer ongoing investment advice to beneficiaries or trustees.
Nominee Service
Looking after your clients' share portfolios can be time consuming and confusing. To help financial advisers, accountants and solicitors focus on their client relationships, our Nominee Service is ideal. It means you have peace of mind by handing over the responsibility of managing all your clients' share certificates to our experienced and professional staff. It’s a simple, cost efficient way of handling the settlement of transactions.
Deposit Accounts
The Deposit Account service is ideal for your clients who hold a Discretionary Account or an Investment Managed Account with Hargreave Hale, or for clients who are frequent stock market traders.