Circle Financial Services Limited

Independent Financial Adviser  Cobalt Business Exchange, Newcastle upon Tyne, NE28 9NZ
check
FCA authorised
Last authorised 10th May 2021
We are proud to be shortlisted as Moneyfacts Retirement Adviser of the Year 2018.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Building your home
check
Buy my next home
check
Buy to let
check
Buying commercial property
check
Buying first home
check
Flexible mortgages
check
High loan to value
check
Next home / Remortgaging
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Buildings and contents
check
Commercial motor
check
Critical illness
check
Healthcare
check
Home and leisure
check
Income protection insurance
check
Large business
check
Life insurance
check
Payment protection insurance
check
Small business
check
Travel
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Commercial mortgages
check
Corporate pension
check
Employee benefits
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
check
Sharia finance
check
Long term care
Meet our advisers
MISS Rachael Hall
Independent Financial Adviser and Pension Transfer Specialist
About us

Circle Financial Services Limited is a wholly owned subsidiary of Circle Insurance Services Ltd and is authorised and regulated in the provision of regulated financial services advice by the Financial Conduct Authority.

Circle Financial Services Limited provides independent financial advice and specialist services in the following areas;

- Personal Financial Planning Advice including Wealth Management;
- Corporate Advice to business owners and decision makers providing advice on employee benefits, executive remuneration and protection of company director assets;
- Trustee, Power of Attorney and Deputyship Advice;
- Expert IFA Reports for litigation matters such as pension splitting and divorce, financial malpractice claims and catastrophic personal injury matters;

Provision of Specialist Expert IFA Reports in accordance with CPR Part 41 setting out financial advice and consideration of periodical payments in high value quantum claims for both Protected Party and non-Protected Party cases.

Circle Financial Services Limited has a Treating Customers Fairly Policy firmly embedded into the firm’s culture, philosophy and day to day business operations. We are an ambitious company but mindful to plan our strategy to maintain future financial stability, for our staff and ultimately our clients.

Our services

Rachael Hall is a regulated Independent Financial Adviser and Pension Transfer Specialist, offering advice to both personal and corporate clients.

Rachael is one of the country’s leading experts on the NHS pension scheme, having started her career at British Medical Association Services more than a decade ago.

As an affiliate member of Resolution, Rachael also provides expert advice to solicitors and clients in divorce cases involving substantial personal and company pension scheme entitlements, which may involve complex pension advice, tax planning and assistance in quantum calculations.

Rachael provides lectures, ongoing CPD training and workshops to personal & professional clients.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£250,000
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Cobalt Business Exchange, Cobalt Park Way, Newcastle upon Tyne, NE28 9NZ

Similar advisers near you

Restricted - whole of market 1.14 mi
We offer professional, friendly, easy to understand, bespoke advice.
 
Independent Financial Adviser 1.37 mi
We are one of the North East of England's leading independent financial services firms, providing financial planning advice, investment management and direct lending services.
 
Independent Financial Adviser 2.34 mi
Welcome to Your Complete. We have one simple mission – to provide you and your family with end to end, trusted and complete financial advice.
 
Independent Financial Adviser 2.39 mi
Welcome to Wade Financial, a financial planning company that thinks differently about money. To find out how, visit <url hidden>.