About us

Overview

Hall Financial Planners Ltd is a forward thinking, modern, directly authorised independent financial advice firm. Our vision is to ensure that we provide simple and effective financial solutions to our clients needs on a one to one basis, while building long-term relationships.

Based in Sutton Coldfield, we provide impartial, unbiased and objective financial advice, with a view to protecting and enhancing our client’s wealth and sense of well-being.

Our business relies solely on personal and professional recommendation to grow and maintain our ongoing business model.

Our qualified advisers cover the whole financial services market. 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 Planners our highly skilled advisers use state of the art technology enabling us to meet all of our client’s financial needs 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 or insurance recommendations that we present for consideration, are the most appropriate to their individual needs.

In other words, recommendations that are based on our client’s interests – not someone else’s.

Investment Planning
Insurances
Retirement Planning
Mortgage Advice
Inheritance Tax Planning & Estate Planning
Financial Planning for Business

Core Values

At Hall Financial Planners, we comply with the Charted Insurance Institute (CII) Code of Ethics. This encourages the highest professional and ethical standards in insurance and financial services worldwide. Consumers and the membership of the CII expect all members to meet these standards and maintain the reputation of the CII by following the Code of Ethics.

The code sets down the principles, which all members of the CII should follow in the course of their professional duties.

As such, members are required to:

  • Comply with the Code and all relevant laws and regulations
  • Act with the highest ethical standards and integrity
  • Act in the best interests of each client
  • Provide a high standard of service
  • Treat people fairly regardless of age, disability, transgender, pregnancy and maternity, marriage and civil partnership, race, religion and belief, sex, and sexual orientation.

We operate an open and honest policy at all times and our clients have access to all their information and advice recommendations 24/7 via their own client websites.

how can we help you?

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