Hallmark Financial Planning Limited

Independent Financial Adviser 47 Ridge Road, Sutton, Surrey, SM3 9LF
FCA verified
15th October 2018
We can advise you on
    • Investment trusts
    • ISAs
    • OEICs
    • Unit trusts
    • Buildings and contents
    • Healthcare
    • Small business
    • Stakeholder
    • Savings for children
    • Taxation planning
    • Long term care
Meet our advisers
adviser-person
Geoff Clamp DipFA
Director
Where to find us

47 Ridge Road, Sutton, Surrey, SM3 9LF

About us

We are an Independent family run company. Our IFA has over 25 years experience within the Financial Services Industry. We aim to provide the highest standard of service and believe in building long term relationships with clients covering all aspects of their financial planning. Our services include Investments and Savings, Pensions, Family Protection, Inheritance Tax Planning, Will Writing, and General Insurance.

All costs (fee or commission basis) discussed at first meeting free of charge

Our services

Our company specialises in investment, whether you are are investing for retirement using a pension or ISA,children's education,looking to take an income from your savings or just putting money away for a "rainy day."

Advice methods
  • icons
    Face to face
  • mouse
    Online (Live chat, video, email)
  • phoneButton
    Telephone
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0

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