Hall Financial Planning LLP

Independent Financial Adviser 17 Tyndall Road, Welling, Kent, DA16 2EL
First meeting at adviser's own cost
Response rating
9.0 /10
FCA verified
18th November 2019
We specialise in advising clients and their families who are either approaching or are in retirement.
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • SIPPs
    • Stakeholder
    • Wealth management
    • Ethical investments
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • Investment trusts
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
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 Colin 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.
Professor Robert Pinker, London
Where to find us

17 Tyndall Road, Welling, Kent, DA16 2EL

Make an enquiry
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 for us to understand your needs without obligation.

Our services

We aim to provide financial peace of mind, allowing our clients to concentrate on other aspects of their lives. We will invest a great deal of time in really understanding our client's objectives and together, build a plan to achieve them. Providing income, creating capital growth, tax mitigation and legacy planning are the areas in which we specialise and our focus is to achieve this with the least amount of risk.

Advice methods
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£0