What our clients say
Friendly and professional in their approach, they give excellent advice and are proactive in managing our investments to ensure that the return is maximized.
I would highly recommend the business to offer advice and manage savings and investments, tailoring them to suit your own personal needs
We used Hall-Ward IFA for advice on our outstanding pension . They took all our information and came back with their recommendations. Must say they were excellent and would not hesitate to recommend them ...definitely a 5 star service.
I would recommend to friends/ family with no doubts they would be amazed by the service.
Gary is one of the most genuine people you could hope to meet. He listened to our needs and advised us how to make the best of our well earned savings, investments and pensions. He made us aware of how we could get more tax relief switching our monthly savings to our pension pot and analysed if we would benefit from moving pensions into one pot. Everything has been explained with great care and any questions answered. I have just had my annual review- having been contacted by Gary – Fantastic service. I have recommended my daughter to see Gary for her life insurance needs and have no doubt he will do the best for her.
Contacted Hall-Ward via the Internet after reading testimonials and can honestly say I couldn't have made a wiser choice. Stuart has been the epitome of professionalism. The sound and extensive advice given on both pensions and investments have made my transition to retirement hassle free. Can't recommend Stuart and Hall-Ward highly enough and am very confident and comfortable to our ongoing advisory relationship.
Since contacting Gary and Hall-Wall IFA in 2016 with regards to securing further investment his
advice and knowledge as our financial advisor has proven invaluable. Gary's professional and
courteous manner instils a confidence in his ability to understand and act in the client's best
interests. I would have no hesitation in recommending Gary and Stuart to any of my family and
I had a stocks and shares ISA set up in 2006 but it hadn’t been doing very well and I had not been contacted at any point by my financial advisor to review it .
Stuart at Hall-Ward IFA took a look at it and immediately identified it was underperforming and that any interest it was earning was swallowed up in fees. He has now moved it to a much better performing managed platform with lower fees. The changeover has been handled with efficiency and professionalism and he will arrange to meet yearly to discuss the progress and suggest changes if needed.
Stuart has also done a great job of advising and changing over my life insurance policies to something more comprehensive as well as cheaper in addition to setting up a private pension. He has kept in contact throughout the application process and been able to meet at a convenient time for myself to go through any paperwork.
All in all I am extremely happy with the service and would highly recommend Hall-Ward IFA.
I have dealt with Gary Hall and right from the start knew that he was professional, but most of all trustworthy, extremely helpful and considerate to my needs.
Most recently it has been with regard to pension advice, as I wanted to retire two years early and all I can say is that without his help I wouldn’t have been able to do so. I had no idea where to start and didn’t understand the complexities of it all, but we just sat and talked and he suggested ideas that would help me for the future. He was very thorough and knew exactly what would be right for me.
Thanks very much Gary, as without you I would have been lost. I can now enjoy my retirement without any worries.
Gary has proved invaluable as our financial advisor. He is patient, clear and sound in his recommendations. His advice on retirement savings and investments has been especially helpful.
I was introduced to Gary from Hall-Ward IFA, advised me on how I could retire and steer me through all my options. Gary worked out a plan specific to my needs and was explained in a language that I understood. I have now retired a little bit earlier which is wonderful! This would not have been achieved without the help from Hall-Ward IFA. I would have no issue referring them to my friends and family.
I approached Hall-Ward IFA as I was approaching retirement and wanted to look at my options. I had several pension plans and wanted to consolidate them where possible. My financial adviser showed their expertise and experience to help me build a clear and concise plan which now enable me to enjoy retirement. I would recommend Stuart and Hall-Ward IFA to anyone in my position. Thank You
I would have no hesitation in recommending Gary and Hall-Ward IFA as financial advisors. He has always been informative, friendly, explains options with clarity and sound advice.
Hall-Ward IFA are Independent Financial Advisers, providing advice across the East Midlands.
At Hall-Ward IFA, our focus is putting you first and making sure that the advice we provide is tailored to your personal circumstances and your future plans.
Our fully independent advice service covers a wide range of areas including investment planning, pensions and retirement, mortgages and protection planning.
With over 20 years’ experience in financial services we are fully qualified to meet your financial needs and offer a professional, friendly and personal service with the aim to build a long lasting relationship with our clients.
Hall-Ward IFA is the culmination of many years’ experience with the desire to create and deliver an uncompromising approach to customer service providing advice that is clear and easy to understand.
Both directors Gary Hall and Stuart Ward have a wealth of experience, each individually accrued over the last 20 years whilst working for Nationwide Building Society and share a passion for financial services and the difference that can be made to individuals and families alike.
At Hall-Ward IFA, we will meet to discuss your objectives and how these can support your financial and personal aspirations for the future. We will take time to understand your preferences and requirements and explain how the different solutions work.
Having gathered your information and preferences we will then research the market selecting the most suitable solutions to design and build our recommendations making sure they meet your aims for the future and take into account any planned changes to your situation.