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Independent Financial Advisors

 

Havelock Hunter Stockbrokers Ltd works in partnership with many IFA’s, providing advice and dealing facilities on behalf of clients introduced by the IFA.  We value our relationship with our intermediary clients very highly and fully appreciate the introductions and original relationship that exists between client and IFA.

We are able to assist our intermediary clients in several ways:-

  • We are happy to provide direct advice on request to clients introduced by Intermediaries, where an equity portfolio may form part of a larger financial strategy.
  • We will act on an "Execution Only" basis, where clients are looking to raise funds from equity holdings in order to invest in other financial products. 
  • We can verify and validate investment holdings in order to provide a current valuation from which an Intermediary can provide advice.  This removes the tiresome and onerous task from the intermediary, enabling them to concentrate on other more important matters.
  • We provide PEP & ISA administration and can offer very competitive commission rates and management fees. 

IFA Intermediary Form

Useful Contacts

 

 

Havelock Hunter Stockbrokers Limited is Authorised & Regulated by The Financial Services Authority. Registered in England & Wales No. 5034447. Member Firm of the London Stock Exchange.