My husband appointed Hale both as accountant and financial planner many years ago when he was in business. In retirement he wanted a safe pair of hands that could be relied upon to help secure our future and if he pre-deceased me. He wanted to rest in peace knowing that I would be well looked after. My husband passed away many years ago. Im really thankful he had the foresight to appoint Fred.

We go back a long way, having been colleagues before either of us set up in business. Hale have advised me from inception. Such is my confidence in Fred that we appointed him as a none executive chairman in our company. As a financial planner the “route map” that Hale produce really give us realistic expectations of when we can retire and what our lifestyle might be.

I have been using Hale for the last few years. His insights on helping me plan how my estate can be distributed tax efficiently, given that my circumstances are quite complicated, has been invaluable

The insights I have gained from working with Hale, and their willingness to impart knowledge has given me the confidence to run my own portfolio, using passive strategies and multi asset portfolios.

I have a good deal of experience of IFAs and I can safely say that Hale Partnership is the best I have dealt with. I have been with Hale for 8 years now and I have complete faith in them.  Their approach is logical and sensible, their research thorough, fees reasonable and advise excellent. Certainly my wealth has grown significantly with their help. I would have no hesitation in commending them to you, as I have done to my friends.