Welcome
The services we provide are bespoke to each client. For the relationship to work well for both parties, we need to get to know each other: you need to learn to trust us, we need to develop an understanding of your life goals and your financial position. As such we concentrate on providing a very personal service to a limited number of clients.
Our relationship with clients is often long term, a number of which, we have been acting for twenty five years or more.
Please do take a look at our pages which explain the financial planning process, our investment philosophy, how your investments are held and estate and inheritance tax planning.
Contact us at any time.
Hale Partnership Ltd
is authorised and regulated by the Financial Services Authority
(http://www.fsa.gov.uk/register/home.do).
FSA Registration No: 112624
Hale Partnership Ltd
Registered Address:
7 Manor Courtyard, Hughenden Avenue, High Wycombe, Bucks, HP13 5RE
Registered in England & Wales, No. 04227209
The Financial Services Authority does not regulate National Savings or some forms
of
mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.
The information contained within this site is subject to the UK regulatory regime
and is therefore targeted primarily at consumers based in the UK.
Please read our Privacy
Statement before completing any enquiry form or before sending an
email to us.
