Our process

Our professional advisers are fully trained to help you choose the right solution for you. And our only concern is to help you make the most of your money.

We believe it is important to have a disciplined approach towards developing a successful financial planning strategy and follow this process:

  • 1

    Initial meeting and review

    We undertake a comprehensive financial review of your (or business) circumstances and financial objectives, goals and priorities, taking account of any existing arrangements while providing commentary. This meeting is at our own expense so you are free to end our contact here if you so wish.

  • 2

    Needs and goal setting

    We will analyse your needs and goals in great depth to ensure that your financial lifestyle and, if applicable, business plan is designed to meet these.

  • 3

    Analysis and research

    We will undertake thorough independent analysis and research to tailor an individual solution to your needs and goals based upon the information that you have supplied.

  • 4

    Presenting a financial plan and recommendations

    We will present you with a comprehensive financial report to be discussed and refined as required. This is also provided to you at our expense so you can be assured that we stand by our advice and feel that we take the right path with your best interests at heart.

  • 5


    We will discuss the appropriate ongoing items that will need addressing and in most cases be able to apply these for you, for example investing into a new portfolio or commencing a retirement strategy.

  • 6

    Forward planned regular reviews

    we will complete annual reviews to ensure the financial planning we have put in place is refined and keeps pace with any change in circumstances. These review may well be sooner than 12 months but this will depend on your needs and the level of service that you require.

This process has to be underpinned by a joint commitment from both Hall Financial Planners and our clients in order to ensure the successful completion of their financial goals.

how can we help you?

Any further questions –¬†submit a business enquiry online or call us.