A person to call, not a platform to figure out.
Harbour & Hale is a small introducing practice. Most of our clients come to us through someone they trust, and stay because they can pick up the phone and speak to a person who knows them.
If you are reading this, someone probably mentioned us. We are not the right fit for everyone, and the first call is where we find that out together.
There is no script and nothing to sign. Ask anything.
Three stages, one person throughout.
You will know who you are talking to from the first call, and it will be the same person a year later.
The first call
A conversation, not a sales pitch. We want to know why you are thinking about trading, what you already know, and what you could afford to lose.
Onboarding
If you decide to go ahead, the same person walks you through opening an account with our partner broker and setting up the platform.
Ongoing check-ins
We stay in touch. A short scheduled check-in, and a direct line to the person who knows your account.
Four people. You will know their names.
Eleanor Hale
Founding partnerFirst calls · Account reviews · Introductions to the partner broker
Tobias Marr
Client partnerOnboarding · Platform walk-throughs · Quarterly check-ins
Ruth Adair
Client partnerFirst calls · Risk conversations · Evening appointments
Jonah Castell
Client careAccount opening · Documents and verification · Day-to-day questions
What we do, and what we will never do.
We would rather you knew both before the first call.
We do Included
- A named partnerOne person who knows your situation and answers when you call. If they are away, a colleague who has read your notes.
- An honest first callTime to ask anything, including whether trading is a sensible idea for you at all.
- Account opening, handledHelp with every form and document needed to open an account with our partner broker.
- Platform set-upA guided walk-through of the platform, order types, stop-losses and margin, before you place a trade.
We don't Never offered
- Investment adviceWe do not tell you what to buy or sell, or when. Every trading decision is yours.
- Managing your moneyWe never trade on your behalf and never have access to your account or your funds.
- Signals or tipsNo trade alerts, no copy-trading, no group chats calling entries.
- Promised returnsNobody can promise a profit from trading. Anyone who does should worry you.
Most people find us through a friend.
I was put in touch through a friend. What I remember is that Ruth spent most of the first call explaining the risks, and didn't once push me to open anything.
I don't need hand-holding, but I like knowing there is a person who knows my account if I ring. That is rarer than it should be.
Tobias talked me out of doubling my position size. I was annoyed at the time. I'm not now.
The easiest thing is to talk.
Book a first call at a time that suits you. It is free, it is with a partner, and you will not be asked to open anything.
| Monday – Wednesday | 08:30 – 18:00 |
|---|---|
| Thursday | 08:30 – 20:00 |
| Friday | 08:30 – 18:00 |
| Saturday | 09:30 – 12:30 |
| Sunday | Closed |
The office is open today until 18:00 GMT
One partner broker, introduced in person.
We introduce clients to Pellmoor Markets fictional broker. We stay alongside you after the account is open; the broker holds your money, never us.