Hall Financial Planning

We are independent financial advisers, which means our duty is solely to you – our client.

Hall Financial Planning are based in the Cotswolds and London and have been established since 1997.

The advice we provide is completely impartial, and our continuous monitoring and research of the financial services market enables us to recommend the most appropriate solutions to your financial and lifestyle needs.

Please browse our website to find out more about who we are, our level of knowledge, experience and expertise, and how we conduct business. For further information, please contact us.

Treating Customers Fairly

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.

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.

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.

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Our Services

There are times when it can prove difficult to establish your financial needs, which is why we provide advice in a friendly and understandable manner.

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Personal Finance

Our approach is simple, we aim to create strategies and structures that enable our clients to protect their wealth and attain financial independence.

Why choose Hall Financial Planning?

Taking advice can be a daunting process, whether you are looking to take financial advice for the first time or you’ve taken financial advice in the past. Finances often take a low priority for many people because they are complex, but at Hall Financial Planning our clients appreciate our ability to make the financial advice process both simple and enjoyable.

Life is not a dress rehearsal

Planning on a comfortable financial future takes time. Setting your goals is the first step to success. Having goals gives focus and direction. That's where Hall Financial Planning can help.

We are independent financial advisers, which means our duty is solely to you – our client.