What makes us Different
New clients are often surprised by our approach. They are expecting us to be selling financial products. By way of illustration, a client with surplus income to invest, but who has a mortgage, our advice is to overpay the mortgage. This is because our service is truly client focused. We have always been fee based and have no need to sell products to earn an income.
The comprehensive service we provide is highly personal and tailor made to each client. As such we restrict ourselves to a relatively small number of clients and once we have a client the relationship generally endures for many years.
Hale Partnership has its roots in accountancy, business and tax strategy. Combining these skills with financial planning gives us an edge only available to those qualified in both professions.
In addition we are now delighted to announce that it has been approved by The Institute of Financial Planning (IFP) as an Accredited Financial Planning FirmTM. IFP is the professional body for Financial Planners in the UK. It awards this title only to firms which it has assessed as demonstrating the highest professional standards of Financial Planning service and advice to its clients.