We can advise you on
-
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
-
Insurance & protection
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
-
Pensions & retirement
- Annuity purchase
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
-
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
-
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
-
Financial planning
Meet our advisers
Matthew Hall BA(Hons) Dip PFS
Managing Partner
Qualifications & Accreditations
Hide qualifications
AFPC - Advanced Financial Planning Certificate (CII)
In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.
G10 - Taxation and Trusts (CII)
This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.
G20 - Personal Investment Planning (CII)
This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.
G60 - Pensions (CII)
This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
Dip PFS - Personal Finance Society Diploma (PFS)
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
What our clients say
I have worked with Matthew for many years and I have always found him very much attuned to my needs and circumstances which makes our working relationship both easy and productive.
As I would expect and hope, he has a firm grip on my requirements and possesses an impressive grasp of the necessary technicalities to put together what i need in the field of financial advice.
I would confidently recommend to others and indeed have done so with gratifyingly positive results.
Mr C Clark, London
During the ten years that Matthew Hall had been my Financial Adviser, he has consistently given good advice in a professional and friendly manner, whilst always giving consideration to my particular situation and requirements.
I would not hesitate to recommend Matthew as an excellent Adviser for anybody needing financial assistance with a personal touch.
Mrs Ros Ellis, London
Matthew Hall of Hall Financial Planning LLP has managed my investments since 2005 with exemplary diligence and good judgement. He is immensely well informed about markets, an excellent communicator, always accessible when need arises and, most importantly, a man you can trust. Matthew is everything a good financial adviser ought to be and I hold his support team in equally high regard.
Prof Robert Pinker, London
Where to find us
22 William Smith Close, Churchill, Oxfordshire, Chipping Norton, OX7 6QS
Contact us
About us
Hall Financial Planning LLP is a small family practice providing progressive financial advice in the areas of investment, retirement and inheritance tax planning and 'holistic wealth planning'. We are independent and work on a fee basis, the level of which is agreed at outset.
The initial meeting is at our cost and is designed to allow both parties to ask questions and see whether matters should progress further.
Our services
we take aim to take the anxiety out of investing, allowing our clients to concentrate on other aspects of their lives. We invest a great deal of time in really understanding our clients so that we can build with them a financial plan that actually meets their needs rather than trying to fit them into an 'off the shelf' solution.
Compliance
Hall Financial Planning LLP is an Appointed Representative of WSW Financial Services Limited who are Authorised and Regulated by the Financial Conduct Authority
Hall Financial Planning LLP is a Limited Liability Partnership registered in England & Wales OC346300
Registered Office: Rose Villa, Church Lane, Bledington, Oxon, OX7 6XB
