Hall-Ward IFA is the culmination of many years’ experience with the desire to create and deliver an uncompromising approach to customer service providing advice that is clear and easy to understand.
Having gathered your information and preferences we will then research the market selecting the most suitable products to design and build our recommendations making sure they meet your aims for the future and take into account any planned changes to your situation.
Once we have completed our research and written our reports we will meet again to run through our proposal making sure that as clients you are 100% comfortable with any solution recommended. At this stage if happy to proceed we would complete the necessary paperwork for you and set up on your behalf the products and services you require.
After this, the support and service continues as the relationship builds and where agreed with us, regularly meeting to review your plans making sure we walk side by side through your financial milestones guiding you through these changes and re-assessing your goals.
On contacting our office, we arrange a time to visit you for a preliminary meeting. The purpose of the first meeting is to establish whether we are able to help you with your needs and objectives.
After the initial free consultation, we will outline our fees to you before any further work is carried out. Confirmation of our fee scales is contained within our Disclosure Document.
Based in Mansfield near Nottingham we provide advice to clients across Nottinghamshire and Derbyshire.
Hall-Ward IFA are Independent Financial Advisers based in Mansfield near Nottingham, providing advice across the regions of Nottinghamshire, Derbyshire, South Yorkshire and Lincolnshire.
At Hall-Ward IFA, our focus is putting you first and making sure that the advice we provide is tailored to your personal circumstances and your future plans.
With over 20 years’ experience in financial services we are fully qualified to meet your financial needs and offer a professional, friendly and personal service with the aim to build a long lasting relationship with our clients.
I would have no hesitation in recommending Gary and Hall-Ward IFA as financial advisors. He has always been informative, friendly, explains options with clarity and sound advice.
Address : 10 Ash House, Ransom Wood Business Park, Southwell Road West, Mansfield, Nottinghamshire
Hall-Ward IFA Limited is an appointed representative of Financial Advice Network Ltd which is authorised and regulated by the
Hall-Ward IFA Ltd is registered in England and Wales as a Ltd Company No 10124217