Our services include financial planning, investment management, retirement planning, estate planning, tax planning, and more.

At Halleywell, we offer a wide range of services to help you achieve your financial goals. Our team of experienced financial professionals has the expertise to help you with all aspects of your financial life, from managing your investments to planning for your retirement and beyond.

Financial Planning

Our financial planning services are designed to help you achieve your long-term financial goals, such as saving for retirement, paying for college, or buying a home. We take a holistic approach to financial planning, taking into account all aspects of your financial life.

Investment Management

We offer comprehensive investment management services, designed to help you build and manage a diversified portfolio that is tailored to your unique needs and risk tolerance.

Wealth Management

We offer tax planning services to help you minimise your tax liability and maximise your after-tax returns. We can help you with everything from tax-efficient investment strategies to year-end tax planning.

Retirement Planning

We offer a range of retirement planning services, designed to help you save for retirement, maximise your retirement income, and plan for the future.

Estate Planning

Our estate planning services are designed to help you protect your assets and ensure that your wishes are carried out after you’re gone. We can help you with everything from drafting a will to setting up a trust.

Income in Retirement

Planning for retirement income is a crucial component of retirement planning. Our retirement income planning services take into account a variety of factors, including a client’s retirement goals, sources of income, and potential expenses. We help clients forecast their future retirement expenses and identify sources of retirement income, such as pensions, property and investment income.

Responsible Investing

Responsible investing, also known as sustainable or socially responsible investing, is an investment approach that considers environmental, social, and governance (ESG) factors in addition to traditional financial metrics. As a wealth management company, we believe in the importance of responsible investing and offer sustainable investment options to our clients.


Individual Savings Accounts, or ISAs, are a popular tax-efficient savings and investment vehicle. As independent financial advisers, we can advise on a range of ISA options across the whole of the market to help our clients save and invest for their future.

Personal Pensions

Personal pensions are an important component of retirement planning, and at our wealth management firm, we offer a range of pension options to help our clients save for retirement and achieve their long-term financial goals.

Ongoing Review Service

At Halleywell, we are committed to helping our clients achieve their financial goals not just in the short-term, but for the long-term as well. That’s why we offer a comprehensive ongoing review service called the Wealth Management Service.

Working with professionals

We understand the importance of building a strong network of professional partners. By working closely with lawyers, accountants, and other financial professionals, we can provide our clients with a comprehensive approach to their financial planning needs.