You are here: Private Investors
Private Investors
Top 5 Investment Ideas
Private Investors
We provide clients with a range of stock broking services, investment services and portfolio management options. Depending on your personal circumstances and financial goals, we can help you plan for you and your family's future.
Share Dealing Services
Helping clients to invest in stock markets is part of our heritage and remains central to our thinking. However, we understand that our clients have varying knowledge of stock markets, so we have developed a range of services that reflect these different levels of experience and interest.
Contracts for Difference
Contracts for Difference (or CFDs as they are sometimes called) can be a cost effective and tax efficient way to invest in individual shares and markets for certain experienced investors, due to the high risk attached with this type of investment.
Portfolio Management
Whether you prefer the Discretionary Account or the Investment Managed Account approach you would always benefit from a personal portfolio manager monitoring your investment portfolio and the stockmarkets.
Inheritance Tax Portfolio Service
As clients’ assets develop progressively over time, pushing clients over the exempt threshold, skilled Inheritance Tax (IHT) planning becomes more important to the success of IHT mitigation.
The Hargreave Hale SIPP
The Hargreave Hale Self Invested Personal Pension (SIPP) puts you in the driver's seat.
The Hargreave Hale ISA
Individual Savings Accounts, commonly known as ISAs, are tax wrappers that offer savers and investors reduced income tax and no capital gains tax obligations. These wrappers are particularly attractive to higher rate tax payers because all future gains and income are tax free which means you will earn better returns on your investments.
Estate and Probate Valuation Services
Hargreave Hale’s dedicated team offer an 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 share portfolio can be time consuming and confusing. Using our Nominee Service means you can hand over the responsibility of managing all your share certificates to our experienced and professional staff.
It’s a simple, cost efficient way of handling the settlement of transactions and gives you more time to do what you enjoy.
Deposit Accounts
The Deposit Account service is ideal for clients with a Discretionary Account or an Investment Managed Account with Hargreave Hale, or for clients who are frequent stock market traders.
The Hargreave Hale Junior ISA
A Junior ISA is a tax efficient savings and investments account which allows parents, other family members and friends to contribute, save and invest on behalf of a child. There are two alternative types of Junior ISA either in a "cash" or "stocks and shares" Junior ISA. A child will be able to hold one of each of these accounts as long as the amount contributed stays within the annual limit set by HMRC. However, the child cannot gain access to these accounts until they are 18 years of age, and no money can be withdrawn from the account until this time.