Hall Financial Planning LLP

Independent Financial Adviser Rose Villa, Church Lane, Bledington, Chipping Norton, Oxfordshire, OX7 6XB
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
10th September 2018
We are a small, independent, family run practice that provides bespoke financial advice in a friendly and relaxed environment.
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
Meet our advisers
Matthew Hall BA(Hons) Dip PFS
Managing Partner
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

Rose Villa, Church Lane, Bledington, Chipping Norton, Oxfordshire, OX7 6XB

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.

Advice methods
  • icons
    Face to face
  • mouse
    Online (Live chat, video, email)
  • phoneButton
    Telephone
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£50,000
Minimum mortgage value
£0
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

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