Investment Management

Investment Management ensures that your money is being used efficiently to generate a return.

It is of primary importance that your financial objectives are met, whether you are seeking capital growth, income or a combined approach aiming to provide a balanced return. You may be looking to build capital for retirement, estate planning or looking to utilise your investment portfolio for income.

Hedley & Co believe in a flexible approach to investment solutions. We prefer to speak to prospective clients in order to understand their individual requirements.

The Service

Hedley & Co offer both Bespoke and Model Portfolios that are unique to a clients circumstances. Your Investment Manager will tailor your portfolio depending on whether you require Growth, Income or a Balanced return.

Requirements

We recommend a minimum initial investment of £50,000 as a requirement for prospective managed clients at Hedley & Co. If you would like to discuss your options then please call one of our offices.

Investment Manager

Your Investment Manager will continually monitor your portfolio and the Market conditions to ensure that your portfolio remains suitable. Your Manager will be available to discuss any investment decisions undertaken.

Investment Management Services

Advisory Managed

Our advisory investment services have been designed for those of our clients who like to be actively involved in decision making.

We provide investment ideas, advice and guidance but the client retains ultimate investment control. We aim to build strong partnerships with our advisory clients, based on active engagement and regular communication.

Discretionary

Our discretionary investment service allows clients to delegate the management of their portfolios to an investment professional.

The investment manager and client agree on a long-term investment strategy, which will reflect the client’s individual investment goals and attitude to risk.

We will then provide a regular review and valuation of the clients portfolio at agreed dates to keep them informed of the progress of their investments.

Private Portfolio Service

This service is a refinement of Hedley & Co's offered Advisory and Discretionary Managed portfolios through the active and direct involvement of the company's in house strategist, Neil Worsley, who offers a range of investment strategies to tailor a portfolio to fit a clients objectives.

Arrange an Initial Meeting

Please fill in your details to book an initial consultation with our investment experts.

How it works:

You will be able to ask any questions you have and find out more about investing with Hedley & Co.

One of our investment managers will be in touch over the phone or via email.
You will be able to ask any questions you have and find out more about investing with Hedley & Co.

Your consultation will be at our cost and there is no obligation to work with us afterwards.