Hedley & Co

Hedley & Co
Founded Year	1992
WikiStocks Rating	⭐⭐⭐
Fees	N/A
Margin Interest Rates	8.86%
Mutual Funds Offered	Yes
Platform/APP	N/A
Promotion	N/A

What is Hedley & Co？

　　Hedley & Co is a financial services provider that features a versatile investment management platform known as the Hedley & Co App. The company offers services ranging from mutual fund management to investment accounts, with managed fees varying between 0.25% to 0.65%.

　　Hedley & Co does not offer interest on uninvested cash and applies a margin interest rate of 9.20%. While Hedley & Co supports diverse investment strategies, it does not currently provide promotional offers, which could be a drawback for those seeking additional incentives.

Pros & Cons

　　Pros:

　　The company offers multiple tradable assets, ranging from investment management to options, providing a wide variety of investment opportunities. It is regulated by the FCA, ensuring adherence to strict regulatory standards and enhancing investor trust and safety.

　　Cons:

　　Customer support is not timely, which can lead to delays in resolving investor queries and issues. The fee structure is unclear, making it difficult for users to understand and predict costs associated with their investments. The lack of diverse account options limits flexibility for different types of investors. Furthermore, there are no analysis tools available for users, which can hinder their ability to make informed investment decisions.

Is Hedley & Co Safe？

• 　　Regulations:

　　Hedley & Co is regulated by the Financial Conduct Authority (FCA) in the United Kingdom, a respected regulatory body in the financial sector. The firm's regulatory status under license number 471207 enhances its credibility and safety for investors using its platform.



• 　　Funds Safety:

　　Hedley & Co takes rigorous steps to ensure the safety of client funds. All client data is securely stored in Amazon Web Services (AWS) data centers, using bank-grade security measures. Additionally, for dispute resolution, Hedley & Co is registered with the Financial Industry Disputes Resolution Centre (FIDReC), which offers an independent and impartial avenue for resolving any issues. Client funds are also held in established investment funds, maintained in custodian accounts, and insured against loss.

• 　　Safety Measures:

　　Hedley & Co implements robust security measures to protect client accounts and transactions. This includes advanced data encryption across all services to secure the transmission of client data. For enhanced account protection, Hedley & Co utilizes two-factor authentication (2FA), requiring a One-Time Password (OTP) to be sent to the clients mobile phone along with their password.

What are securities to trade with Hedley & Co？

　　At Hedley & Co, you can choose from six distinct types of investment services, each tailored to different financial needs and goals:

• 　　Investment Management - Professional investment managers assist clients in selecting shares and investment options that align with their financial objectives, providing expertise to help navigate investment decisions.

• 　　Inheritance Tax Portfolio - This service focuses on reducing inheritance tax liabilities through investments in alternative investments (AIM).

• 　　Stockbroking - Hedley & Co offers stockbroking services with competitive commission rates for purchasing a variety of securities, including bonds, stocks, and shares on behalf of clients.

• 　　Exchange Traded Options - Designed for more seasoned investors, this service involves guidance on derivative financial instruments to enhance investment strategies.

• 　　Stocks and Shares ISA - A tax-efficient investment option, helping clients to invest in a Stocks and Shares ISA for potential tax-free returns.

• 　　Pension Investments - Offers advice on self-invested personal pensions (SIPP) and property investments through small self-administered pension schemes (SSAS), providing tailored solutions for retirement planning.



Research & Education

　　Hedley & Co offers a variety of educational resources and research materials that are designed to assist clients and potential investors in making informed decisions about their financial futures. Here's a summary of the educational and research offerings available through Hedley & Co:

• 　　Latest News & Publications: Hedley & Co regularly updates its clients and the public with the latest market news and insights. These publications are intended to keep investors informed about the current financial landscape and trends.

• 　　Client Documents and Brochures: The firm provides several downloadable materials, including the Hedley Retail Client Agreement Form, Hedley Private Portfolio Service Brochure, Hedley Private Client Brochure, and documents concerning Hedley's Risk, Services & Charges. These documents are crucial for clients to understand the services offered, the associated risks, and the fee structure.

• 　　Educational Articles: Hedley & Co publishes a variety of articles aimed at educating investors. Topics include the differences between a Chartered Wealth Manager and a Wealth Manager, the benefits of using a stockbroker, what an execution-only service in stockbroking entails, and how a Stocks and Shares ISA can contribute to building wealth.

• 　　Market Commentary: Regular market commentaries like the “Hedley August Market Commentary” provide insights into market conditions, offering clients perspective on how current events could affect their investments.

• 　　FAQs and Expert Advice: Articles like “5 Questions To Ask A Wealth Manager Before Hiring Them” serve as a guide for clients to better understand what to expect and how to prepare for working with a wealth manager.



Customer Service

　　Hedley & Co offers customer support to assist clients with their investment needs.

　　Clients can book a free, no-obligation consultation to discuss investment options and receive guidance on financial planning.

　　The firm ensures that investment managers are available to respond via phone or email to any questions clients may have. For direct inquiries, clients can contact their Lancashire offices by phone at 01772 887880 or via email at info@hedleyandco.co.uk, ensuring accessible and responsive customer service.



Conclusion

　　Hedley & Co has established itself as a reputable provider of stockbroking and wealth management services in Lancashire since 1992. With a robust regulatory framework, a wide range of investment options, and dedicated customer support, the firm is well-equipped to help individual and institutional clients manage and grow their financial assets effectively.

　　Whether you're looking to manage inheritance tax, invest through ISAs, or simply explore your investment options, Hedley & Co offers personalized services to meet diverse financial needs.

FAQs

　　1. How do I book a free consultation with Hedley & Co？

　　To book a free consultation, simply fill out the form on the Hedley & Co website with your details, and one of their investment managers will reach out to you to arrange the session.

　　2. What kinds of investments can I make with Hedley & Co？

　　Hedley & Co offers various investment options including bonds, stocks, shares, exchange traded options, and Stocks and Shares ISAs.

　　3. How can I contact Hedley & Co for more information？

　　You can contact Hedley & Co by calling their office at 01772 887880 or by emailing info@hedleyandco.co.uk for any inquiries or additional information.

Risk Warning

　　The information provided is based on WikiStock's expert evaluation of the brokerage's website data and is subject to change. Besides, online trading entails substantial risks, potentially leading to total loss of invested funds, so comprehending associated risks before engaging is crucial.