We are a family practice that specialises in providing independent financial advice to those approaching or in retirement.
We've been helping clients navigate complex financial markets since 2001 and from those very early days our business has evolved primarily through client recommendations.
Based in the Cotswolds and London, we provide impartial, unbiased and objective independent financial advice, with a view to protecting and enhancing our client's wealth and sense of well-being.
Whether you are seeking to build an investment portfolio or creating a tax-efficient retirement strategy we have the expertise to provide the answer.
At Hall Financial Planning LLP our highly skilled adviser's use state of the art technology enabling us to meet all of our client’s financial needs both personally and corporately and achieve their objectives in the most cost-effective way.
This is important because there are literally thousands of different options available and our clients want to be certain that any investment, pension, healthcare, or insurance recommendations that we present for consideration are the most appropriate to their individual needs.
In other words, recommendations that are totally in our client’s interests – not someone else's.
Our initial meeting is usually without charge after which we provide in writing a full explanation of costs. We do nothing until we have a thorough understanding of our client's requirements.
With that knowledge, we can identify the products that will enable our clients to achieve their goals delivered by an entirely personal service. We then prepare and analyse recommendations, assessing benefits against cost.
Our final proposals are well-researched and constructed on the basis of what's best for our clients and nobody else. And of course, we are prepared to work alongside our client's accountants and solicitors.
We firmly believe in the importance of working together to build rewarding relationships and working closely with our clients enables us to help them fulfil and achieve their objectives.