Our Wealth Management & Stockbroking Services
Our team of investment managers have used their combined experience of over 100 years to earn a solid track record for providing bespoke wealth management and investment solutions.
Our clients range from charitable organisations and Trusts to individuals and corporate clients, and we believe in tailoring our service to suit your needs. This begins with fully understanding your commitments and objectives for both the short and long term.
Want to know more about our personalised wealth management services? Don't hesitate to get in touch with our team.
What Hedley & Co offers
Investment Management
Our experienced investment managers are here to help take the pressure off and explain what shares and investments options are open to you so you can invest wisely for your financial future.
Inheritance Tax Portfolio
Speak to us about the options of investing in alternative investments (AIM) to reduce your liability for inheritance tax.
Stocks & Shares
We offer competitive commission rates for the purchase of a variety of securities on your behalf including bonds, stocks and shares.
Exchange Traded Options
For our more experienced investors, let us talk you through our derivative instrument financial options.
Stocks and Shares ISA
We can help you invest through the tax efficient option of a stocks and shares ISA.
Pension Investments
We'll talk you through the options of a self-invested personal pension (SIPP) or investing in property through a small self-administered pension scheme (SSAS).
Why choose us for your wealth management
A Strong TrackRecord
We pride ourselves on creating diverse portfolios that take advantage of markets while ensuring that, where possible, we limit losses when markets fall. Our objective is to outperform the relevant wealth investment benchmark as a result of our portfolio strategies.
Actively ManagedPortfolios
Your Investment Manager will ensure that your portfolio continues to reflect your attitude to risk and investment objectives by continually implementing our expert Strategists' latest views and wealth investment research.
Years of Private Client Expertise
Our wealth management services give you access to the expertise of our investment team, including research, portfolio construction and ongoing portfolio management. Plus our team comprises of more than 100 years' investment experience so you can be confident you are in good hands.
Book a free consultation
Please fill in your details to book an initial consultation with one of our investment experts.
How it works:
We offer a free no obligation consultation where we can discuss what investment options are open to you and explain how we can help you with your financial future.
- One of our investment managers will be in touch over the phone or via email.
- We will answer any questions you have about investing and explain the benefits of our service at Hedley & Co.
Once you have submitted the form with your details we will be in touch to arrange your free consultation.
Book your free consultation now
It's important to know that with any investments or income raised from them can fall therefore you may get back less than what you invested.
Connect with us
Hedley & Co are authorised and regulated by the Financial Conduct Authority number: 471207
Hedley & Co Stockbrokers and Wealth Managers is a trading name of Hedley and Company Stockbrokers Limited.
A member of the London Stock Exchange
Registered in England & Wales number 06355300 at: 19 Trident Park, Blackburn, BB1 3NU.
VAT N°: 741117368