Hall-Ward IFA are based in the Mansfield and provide pensions, investments, income protection, mortgages and inheritance tax advice. We offer independent, unbiased advice on a range of financial solutions. We are committed to providing the best and most suitable advice for you and your requirements. Our focus is on understanding your requirements and providing the highest level of service.
Our friendly and experienced team can help you plan for your pension and retirement or choose the right investment options. Being independent we can search the market and provide totally unbiased advice on the right solution for you. Choosing the right advisor is vital to ensuring your requirements are met.
Professional Associations & Certifications
- Financial Conduct Authority
- Financial Advice Network
- Mansfield, Mansfield Woodhouse, Newark, Nottingham, Chesterfield, Alfreton, Derby
|Address||10 Ash House, Ransom Wood Business Park|
|Phone Number||01623 232526|
Products & Services
Whether you are starting early or late, we can help you plan for your retirement. There are many options to choose from and our expert team will explain these to you and advise on the most appropriate. If you already have existing pensions we can review these and make recommendations.
Get expert advice on your investment options or a review of your existing portfolio. As independent financial advisers we provide totally unbiased advice and can help you achieve your goals. We work with you to review and monitor progress.
At Hall-Ward IFA we offer a comprehensive range of mortgages from across the market, including if you are looking to buy a property, increase borrowing or Re-mortgaging and Buy to Lets.
In what can often be an uncertain world we all want the peace of mind that should the worst happen our loved ones would be taken care of.
We will discuss with you the many ways you can protect you and your family and understand these options, planning for a range of events such as death, diagnosis of a serious illness or the impact of a loss of income due to accident or sickness.
In addition, we can offer advice to business clients in relation to key person and shareholder protection to ensure that in the event of death or serious illness the impact to the business and surviving shareholders is minimised.
- I would recommend this business
- Trustworthy, excellent advice, friendly, professional
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
|Value for money||very competitive charges|
|Service & support||Contactable when needed|
|Quality||Thorough and professional|
|Location||Convenient and always available to call round if needed|
I had a stocks and shares ISA set up in 2006 but it hadn’t been doing very well and I had not been kept up to date by my financial advisor since set up.
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 managed platform with much 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 and cheaper as well as 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.
From Our Website
We continue to be here for our clients during these unprecedented times. We understand that more than ever people will be needing financial advice and as such we are committed to delivering this with the health and safety of everyone in mind. In the interim we have put measures in place to be able to complete appointments remotely while restrictions are in place and we are following government guidelines to ensure we can continue to deliver our services with the same exceptional standards you have come to expect.
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. Firstly, we will meet to discuss your objectives and how these can support your financial and personal aspirations for the future.
Are you worried about what might happen if you become ill or lose your job? Income protection insurance could offer you and your family peace of mind. If you are unable to work due to an accident or illness, income protection will give you a regular income. Income protection plans normally pay out until the end date of the policy which is usually your retirement date. Income protection is suitable for anyone that is working, whether they are employed or self-employed. Income Protection policies will normally pay out subject to terms and conditions if the insured is not in a position to continue work.
Life assurance covers you for a set period of time, or term, and typically pays out a lump sum of money if you pass away during the policy term. Most policies are taken usually last between five and thirty years. Life Assurance is for anyone who wishes to leave a lump sum of money in the event of their death. Life assurance can help to support your family or dependents by helping cover payments for mortgages, debt or loans. We work with you, providing impartial advice on a range of policies, to find an option that meets your requirements.
We can discuss a range of solutions in relation to protecting your estate against the potentially negative effects of Inheritance Tax. Discussing this area with you, we can put a strategy in place to try to mitigate the potential tax liability or plan to ensure your family have the ability to pay any tax endured. With the correct use of Financial Products and different Trusts we can provide packages to help pass your wealth to your loved ones at the right and most tax efficient time. Inheritance Tax is not just for the rich any longer, soaring house prices in recent years means that many more of us will be affected by IHT as the current threshold for 2020/2021 is 325,000.
The constantly changing pension landscape, along with the shifting economic climate and improved life expectancy, means any choices made now could have a significant impact at retirement. It is essential to receive expert and professional pension advice on your plans and requirements, especially in an ever changing world of legislation. If you need to set up new plans or reassess existing retirement planning strategies, Hall-Ward can assist with ways to help you make the most of your retirement opportunities.
Many people when looking at their long-term security will think about making an investment, however there are many types of investment opportunities available and choosing the right one for your circumstances can be hard, getting the right advice to meet your objectives is vital. At Hall Ward IFA, we work with you to try to ensure your money is working effectively for you to achieve the optimum return. As we are independent, we can research the whole market and offer unbiased recommendations to find the best solution for your needs.