Hall Ward IFA

General information

Hall-Ward IFA are Independent Financial Advisers, 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.

Our fully independent advice service covers a wide range of areas including investment planning, pensions and retirement, mortgages and protection planning.
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.

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.

Both directors Gary Hall and Stuart Ward have a wealth of experience in financial services, each individually accrued over the last 20 years and share a passion for financial services and the difference that can be made to individuals and families alike.

Our Approach

Firstly, we will meet you usually at your home to discuss your objectives and how these can support your financial and personal aspirations for the future. We will take time to understand your preferences and requirements and explain how the different solutions work.

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.

Please note, the value of investments can go down as well as up and you may not get back the money originally invested.
A pension is a long term investment. The fund value may fluctuate and can go down. Your eventual income may depend on the size of the fund at retirement, future interest rates and tax legislation that may change.
Your home may be repossessed if you do not keep up repayments on a mortgage or other loan secured on it.

Hall-Ward IFA Limited is an appointed representative of Financial Advice Network Ltd which is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 430769.
Hall-Ward IFA Ltd is registered in England and Wales as a Ltd Company No 10124217