Investment Management with Hedley & Co

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

At Hedley & Co, our primary focus is to meet your financial objectives, whether you are seeking capital growth, an income, or a combined approach to provide you with a balanced return. You may be looking to invest for retirement, as part of your estate planning or looking to draw income from your investment portfolio. Whatever you require, our experienced investment managers can help - simply get in touch to find out more.

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What To Expect From Our Investment Managers...

Hedley & Co has a team of Wealth Managers and Chartered Wealth Managers that are experienced, qualified and highly-skilled in investment management. They offer a range of investment management services that are tailored to you based on your individual needs, preferences and financial goals. We go above and beyond to offer the highest level of professionalism, skill and experience to our clients. Some of our team members have even achieved "Chartered" status, meaning they are working at the highest standard of wealth management thanks to their advance qualifications and experience.

Personalised Service

We offer Bespoke and Model Portfolios that are unique depending on your circumstances. Your personal chartered investment manager will tailor your portfolio depending on whether you require Growth, Income or a Balanced return and will be on hand throughout.

Minimum investment is £50,000

We recommend a minimum amount of £50,000 to invest with us. Start your investment journey now and book a free consultation to see how we can help you.

Designated Investment Manager

Your personal chartered investment manager will continually monitor your portfolio and the market conditions to ensure that your portfolio remains suitable. This also means your investment manager will be on hand to explain and discuss with you at any time you need to make any investment decisions.

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Investment Management Services

When it comes to investment management, we specialise in providing a flexible approach to investment solutions. We do this by meeting with you to fully understand your requirements and aspirations so that we can then provide you with a comprehensive proposal of investment options that are available to you.

Hedley & Co offers three key investment management services. Find out which one is right for you...

Advisory Managed

Advisory Management is ideal for individual clients who would like to consult with our financial professionals before making decisions about their investments. Our advisory investment services have been designed for those clients who like to be actively involved in decision making.

We provide investment ideas, advice and guidance but you retain ultimate investment control. We work in partnership with you, actively engaging and communicating regularly so that you have the information you need when you need it.

Discretionary

Our discretionary investment service allows you to delegate the management of your portfolios to one of our investment experts.

Using the latest views and investment research, your investment manager will discuss a long-term investment strategy with you which will reflect your individual investment goals and attitude to risk.

We will then provide a regular review and valuation of your portfolio at scheduled intervals throughout the year to keep you informed of the progress of your investments.

Private Portfolio Service

This is a bespoke service for those clients wishing to take their investments to the next level. Your portfolio will be created directly by our in-house strategist who offers a range of investment strategies that can be tailored to suit your investment objectives. You will also have direct access to the latest insights and views of the investment market at all times to allow your investments to work hard for you as much as possible.

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.