Hall Financial Planning LLP

Independent Financial Adviser  22 William Smith Close, Oxfordshire, OX7 6QS
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FCA authorised
Last authorised 9th May 2022
We are a small, independent, family run practice that provides bespoke financial advice in a friendly and relaxed environment.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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SIPPs
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Stakeholder
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Buy my next home
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Equity release
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Stockbroking services
Meet our advisers
MR Matthew Hall BA(Hons) Dip PFS
Managing Partner
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.

Preferred clients
Minimum wealth (income/assets)
£251,000
Minimum pension value
£251,000
Minimum mortgage value
£0
Advice methods
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    Online (Live chat, video, email)
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    Face to face

22 William Smith Close, Churchill, Oxfordshire, OX7 6QS

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