Taking the Load Off the Road
Welcome to Hall-Ward IFA, your trusted independent financial advisers based in Mansfield, Nottinghamshire. We specialize in providing expert financial planning services to individuals, families, and businesses across Nottinghamshire, Derbyshire, South Yorkshire, and Lincolnshire.
Our Story
Established in 2016, Hall-Ward IFA is the culmination of many years of experience and a desire to create an uncompromising approach to customer service, providing advice that is clear and easy to understand. Our 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. We share a passion for financial services and the difference that can be made to individuals and families alike.
Our Approach
At Hall-Ward IFA, our focus is on putting you first and making sure that the financial advice we provide is tailored to your personal circumstances and future plans. Our fully independent financial advice service covers a wide range of areas, including investment planning, pensions and retirement, inheritance tax advice, and protection planning. With over 20 years of experience in financial services, we are fully qualified to meet your financial needs and offer a professional, friendly, and personal service with the aim of building a long-lasting relationship with our clients.
Our Services
Our comprehensive range of financial services includes:
- Retirement Planning and Pensions
- Income Drawdown and Retirement
- Review of Existing Pension Plans
- Investments
- Inheritance Tax Protection
- Critical Illness Cover
- Income Protection
- Life Assurance
How We Can Help
If you are looking for a brighter future, then getting the right financial advice is key. Our financial advisers talk in plain, jargon-free English to help you organize the different areas of your finances properly, so they work towards a common set of goals, tailored to your unique requirements. As independent financial advisers (IFA), we work with you to make sure that all aspects of your finances are set up in the best way to support you and your family, so you can spend more time on what is important.
Ongoing Service and Regular Reviews
The support and service continue as the relationship builds, and where agreed, regularly meeting to review your plans, making sure we walk side by side through your financial milestones, guiding you through these changes, and reassessing your goals. By having us as your adviser over a longer period, perhaps for life, you will benefit from this ongoing service designed to help you meet your longer-term financial planning objectives.
Areas We Serve
Based in the heart of Nottinghamshire, we are well-placed to offer our services to clients in Nottinghamshire, Derbyshire, Lincolnshire, and South Yorkshire. We are proud to have been shortlisted as a finalist in the Mansfield 2020 Business Awards for 'Customer Focus Initiative'.
Overview of Reviews
The reviews for Hall Ward IFA are overwhelmingly positive, with all reviewers giving a 5-star rating. The reviewers praise the company's excellent customer service, knowledgeable and friendly advisors, and the efficiency of the mortgage application process.
Key Strengths
- Knowledgeable and friendly advisors: Reviewers praised the expertise and approachability of the advisors, particularly Catherine, who was mentioned by name in several reviews.
- Efficient process: The mortgage application process was described as smooth, efficient, and stress-free.
- Excellent customer service: Reviewers highlighted the excellent customer service provided by Hall Ward IFA, with many mentioning the prompt responses to queries and the helpfulness of the advisors.
Mortgage Application Experience
Reviewers praised the ease and efficiency of the mortgage application process, with many mentioning the helpfulness of the advisors in guiding them through the process.
Recommendations
All reviewers highly recommended Hall Ward IFA to others, citing the excellent customer service, knowledgeable advisors, and efficient mortgage application process.
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