We specialise in providing independent financial advice to individuals who are approaching or are in retirement. We help simplify our client's financial lives, generate the necessary income to sustain their lifestyle and help build a legacy for future generations. We provide a wealth management service that aims to ease a clients' fear of financial loss and provide them with financial peace of mind.
Please browse our website to find out more about who we are, our level of knowledge, experience and expertise and how we conduct business, or for further information please contact us.
Hall Financial Planning LLP work in partnership with our clients, and other professional advisers such as solicitors and accountants, to meet their financial aspirations and we recognise the importance of providing long-term on-going assistance and guidance.
Hall Financial Planning LLP is regulated by the (Financial Conduct Authority (FCA) and we are happy to work within a regulated environment which prioritises the interests of consumers.
Hall Financial Planning LLP has responded to the FCA initiative, Treating Customers Fairly and has set out what clients can expect as part of our advice process. Click here to find out more.
There are times when it can prove difficult to establish your true financial needs, which is why we provide advice in a friendly and understandable manner.
Our approach is simple, we aim to create strategies and structures that enable our clients to protect their wealth and attain financial independence.
Hall Financial Planning LLP provides business owners with corporate financial planning advice in addition to looking after their own personal financial affairs.