Hale Wealth Management is a Chartered Financial Services Firm. Based in the centre of Hale Village, our aim is to serve long-term individual investors and small to medium business owners.
Parul, who founded Hale Wealth Management in February 2010, has spent over 10 years working in Hale within the Financial Services Sector. In addition, her past experiences include having risen to partner status with Edward Jones Investments, a company which serves over 7 million clients across North America, and having managed her own import and export business for over 10 years.
Over the past few years, Hale Wealth Management has grown in size, and there is now a very strong support network in place at our Hale office. As a firm, we are very proud of what we do and the support and loyalty rendered to us by our clients.
We provide a wide range of services covering multi-generational stages of life. All of our strategies are tailored specifically to meet our clients' needs, with the overarching goals of preserving and growing wealth whilst preserving our clients' most valuable assets.
Welcome to HALE Wealth Management Ltd
At HALE Wealth Management Ltd, we are building our business in the community and neighbourhood where our clients live and work. Meeting our clients personally and explaining the investment strategies in simple English, we work alongside our clients and they know that when they need us, we are based locally and only a phone call away.
We offer investments and services from birth to death and beyond, serving multi-generation to preserve and grow wealth by tailoring investment solutions to meet with your needs. So who do we serve? Individual investors and small to medium business owners to manage their investment affairs and with ever changing circumstances and tax laws, review regularly to make sure you are on your way to your chosen financial goals.
You voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 1998. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone.
