Hallmark Financial Services Limited

Independent Financial Adviser  Essex Technology & Innovation Centre, Ongar, Essex, CM5 0GA
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FCA authorised
Last authorised 3rd May 2021
Friendly and expert advice on Pensions, Investments, Mortgages, Insurance, Inheritance Tax Planning, Wills and Probate.
We can advise you on
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Annuity purchase
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Auto enrolment
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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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Pensions transfer
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SIPPs
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Stakeholder
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Self-employed mortgages
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Wealth management
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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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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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Accident & sickness
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Buildings and contents
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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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Commercial mortgages
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Corporate pension
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Group Pension/Stakeholder
Meet our advisers
MR Andy Taylor
Director
MR Matthew Chipperfield Dip PFS
Director
About us

We are an experienced and friendly company offering quality tailored & independent advice across all areas of financial planning to both individuals & companies.

We have recently attained Chartered Financial Planner status which is regarded as the industry 'gold standard' in financial planning.

Whilst we prefer face-to-face contact we are happy to transact business via email, phone & post.

We also have close contacts within the legal & accounting professions.

Call us on <phone number hidden> for a no obligation & free initial meeting.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

Essex Technology & Innovation Centre, The Gables, Ongar, Essex, CM5 0GA

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