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Services

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.

ISAs

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.

An investment in knowledge pays the best interest.

Benjamin Franklin

Insights

This section of the website is where we share a small selection of insights on all things related to wealth management, investing, retirement planning, and more. Our team of experts is passionate about helping people achieve their financial goals, and we believe that sharing knowledge and expertise is an important part of that process. We strive to make our articles informative and accessible to readers of all levels of experience and knowledge. Whether you’re just starting to invest or an experienced investor, we hope you find our content helpful and informative. If you have any topics you’d like us to cover or have any questions or feedback, please feel free to contact us.

Investing

What is Return on Equity?

One of the criteria we look at when selecting companies to include within our Global Leaders portfolio, return on equity (ROE) is a financial metric that measures a company’s profitability

Investing

ESG Investing

ESG (Environmental, Social, and Governance) investing has become increasingly popular in recent years, with many investors incorporating ESG factors into their investment decisions. This approach takes into account not only

Investing

What does ‘quality’ investing mean?

Investing can be a daunting task for many people, and the abundance of investment options can make it even more confusing. Some investors may prefer a more active approach, seeking

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