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Hall Ward Independent Financial Advisers

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About

At Hall-Ward IFA we offer expert and unbiased advice on pensions, inheritance tax planning, mortgages and protection.

We have years of experience and spend time getting to know you and understand your requirements so that we can find the right solution for you.

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Reviews (31)

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5/5

31 customer reviews

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1 April 2023

Excellent service throughout, I actually was going to use another broker but on a whim spoke to Catherine. She ran me through my options, ensured I was well-informed and provided timely updates every step of the way. We ran into some small problems towards the end of the process and again she took ownership of the query and managed to get a resolution within a day meaning we could still go ahead with our given completion date. Would definitely use this firm again and have recommended to everyone else I know. Can't praise the service enough and surprisingly their service charge was extremely competitive beating out most the market I checked with! More...

Reviewed on Google Maps

1 April 2023

I cannot recommend Catherine enough as a mortgage broker. She provided invaluable pre-application advice that was crucial to our house purchase and was able to get us to the mortgage offer stage quickly. Catherine was knowledgeable, responsive, and always willing to go above and beyond to ensure we had a smooth and stress-free experience. Her professionalism and expertise were truly impressive, and I would not hesitate to use her services again in the future. Thank you, Catherine, for all your hard work! More...

Reviewed on Google Maps

15 March 2023

I cannot recommend Catherine enough as a mortgage broker. She provided invaluable pre-application advice that was crucial to our house purchase and was able to get us to the mortgage offer stage quickly. Catherine was knowledgeable, responsive, and always willing to go above and beyond to ensure we had a smooth and stress-free experience. Her professionalism and expertise were truly impressive, and I would not hesitate to use her services again in the future. Thank you, Catherine, for all your hard work! More...

Reviewed on Facebook

1 March 2023

Friendly staff, great advice, extremely knowledgeable! Great service and couldn’t have asked for more!

Reviewed on Google Maps

1 March 2023

We're excellent handling our recent house purchase would definitely recommend, took all the anguish and complications out of buying a house...

Reviewed on Google Maps

1 February 2023

Very brilliant financial services firm that looks after me and gets us the best deal in the market. I will surely recommend Hall Ward IFA to my family and friends who are looking for a mortgage. Catherine Ray did help us with great customer service, and she looked after us very well. Thank you so much 👏 More...

Reviewed on Google Maps

1 February 2023

I'm so glad Catherine was recommended to me as my mortgage broker. She was friendly, helpful and clear thoughout the process. I felt she really listened to my needs & concerns and always made sure we were going down the best route for my circumstances. Thanks Catherine for helping me get into my new home! More...

Reviewed on Google Maps

1 December 2022

Our friend recommended Catherine at Hall Ward for support with our mortgage. As first-time buyers we wasn't too sure of the mortgage process, however Catherine was fantastic at explaining things clearly and guiding us through the process! Catherine was always extremely approachable, friendly and responsive and supported us to get a great mortgage deal despite the cost of living crisis affecting many first-time buyers. We cannot recommend Catherine enough and are so grateful for all of her help! More...

Reviewed on Google Maps

1 December 2022

Catherine Ray has been incredible, honestly cannot recommend her enough, she has been so helpful and made process positive.

Reviewed on Google Maps

1 September 2022

Brilliant company with great customer service. They gave me some free advice in one phone call that was really appreciated. Will use them again and recommend to friends definitely. Thanks, Shaun. More...

Reviewed on Google Maps

8 June 2022

I saw a page review about Mrs George Stephanie and I must confess that She is a good trader and best in her field as they said, She managed my account after I invested $1000 I got $6,200 within few day's of investment I was so shocked, with Mrs George Stephanie, your money is 100% secured,. Trust me you have nothing to lose You can contact her via Email:georgestephanie831@gmail.com WhatsApp:+16269898464 More...

Reviewed on Facebook

1 June 2022

After a conversation with a friend and neighbour recently, it became apparent that she was in quite a muddle about her mortgage; understanding what she had and why she had it, what she could do with that product moving forward and how she could best move forward financially. Having known Catherine Ray for a while, I connected them. My neighbour now feels so much better about her situation, she can't do anything just yet, but now understands what is what, and what / when she can plan to do something positive for her situation. Cat has promised to be back in touch with her at the right time and I can see how much this means to her, she was visibly more comfortable. That's the difference a personal approach makes - thank you! More...

Reviewed on Google Maps

1 June 2022

Gary Hall gave us good financial advice for our pensions and savings.He gave us the confidence to retire early.He talked to us in a professional manner and explained in a clear and concise way .Rob and Gail

Reviewed on Google Maps

1 June 2022

We’ve been using Hall-Ward for financial planning for several years now. Stuart provides a friendly, professional and knowledgeable review each year. On our first meeting, he immediately identified a number of gaps and patiently provided a concise explanation of the options and associated benefits. As a result, we have confidence that we are maximising our portfolio’s potential and that our family has financial security under a range of scenarios. We have also recently used Catherine for our mortgage. She quickly understood our requirements, and sourced an offer that was better than anything we had found. All was arranged very efficiently. An excellent team who I highly recommend. More...

Reviewed on Google Maps

1 June 2022

Our advisor Catherine was second to none, we have no hesitation in recommending her and Hall Ward. Absolutely brilliant from start to finish in finding and securing our mortgage.

Reviewed on Google Maps

1 June 2022

Catherine has been fantastic! As first time buyers, Catherine has made this process as easy and as smooth as possible. I would highly recommend Hall WAr IFA. Thank you.

Reviewed on Google Maps

1 June 2022

Catherine at Hall-Ward was brilliant with my sister and I, who needed a lot of advice and guidance. She is always helpful whilst being very responsive to emails and calls. The process moved very quickly and we had a mortgage offer we were very happy with within weeks! More...

Reviewed on Google Maps

1 June 2022

Spoke with Catherine Ray regarding my move to the other side of the UK, and the associated queries with renting/selling my property down here before doing so. She had all of the answers to my many questions, and I was very grateful to her for taking the time to speak with me to clarify it all for me. Thank you, Catherine! More...

Reviewed on Google Maps

30 March 2022

Catherine has been brilliant from start to finish setting up our mortgage for us. She worked very hard to actually get us it when others have told us we couldn’t have one due to my self employment. Everything was done quickly and she has been very efficient! Would 100% reccomend 👌🏼 More...

Reviewed on Facebook

24 March 2022

Transparent Forex Trader and Highly Recommended Bitcoin Expert with good reputation and who happens to enter the mouths of thousands of investors due to his good works. MRS charlotte wayne is the Trader I'm still gonna recommend. Not Just because I've seen so many persons recommending her, but because his's reliable, Honest, Transparent and the very Best in the Forex Trading System... If she tells you that your $500 investment can give you $7,000, that's exactly how it's gonna be because I'm a living witness to her trading skills. she does exactly what she promised. MRS charlotte you are the best,all thanks to you Contact email charlottewayne303@gmail.com WhatsApp: +39 351 093 7250 More...

Reviewed on Facebook

2 December 2021

Big thank you to Catherine for arranging our 1st mortgage, she got us the exact deal we were looking for, we also now have the peace of mind that in the future we can come back to her when our fixed rate is up for renewal. offer to completion in 8 weeks. thanks again Chris and Family. More...

Reviewed on Facebook

16 July 2019

I dealt with Gary who offered sound and professional advice. He was extremely helpful and answered all my questions. I would not hesitate to recommend Hall Ward IFA - Lee @ Design Living Space

Reviewed on Google Maps

27 March 2019

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
More...

Reviewed on Google Maps

21 March 2019

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 More...

Reviewed on Yell

27 February 2019

We used hall and ward Ifa for advice on our outstanding pension . They took all our information and came back with their recommendation. Must say they were excellent and would not hesitate to recommend them ,definitely a 5 star service . More...

Reviewed on Yell

26 May 2018

Contacted Hall-Ward via the Internet after reading testimonials and can honestly say I couldn't have made a wiser choice. Stuart has been the epitome of professionalism . The sound and extensive advice given on both pensions and investments have made my transition to retirement hassle free. Can't recommend Stuart and Hall-Ward highly enough and am very confident and comfortable to our ongoing advisory relationship. More...

Reviewed on Google Maps

25 April 2018

Contacted Hall-Ward via the Internet after reading testimonials and can honestly say I couldn't have made a wiser choice. Stuart has been the epitome of professionalism . The sound and extensive advice given on both pensions and investments have made my transition to retirement hassle free. Can't recommend Stuart and Hall-Ward highly enough and am very confident and comfortable to our ongoing advisory relationship. More...

Reviewed on Google Maps

26 March 2018

Gary is one of the most genuine people you could hope to meet.He listened to our needs and advised us how to make the best of our well earned savings, investments and pensions. He made us aware of how we could get more tax relief switching our monthly savings to our pension pot and annalised if we would benefit from moving pensions into one pot.Everything has been explained with great care and any questions answered.I have just had my annual review- having been contact by Gary - Fantastic service.I have recommended my daughter to see Gary for her life insurance needs and have no doubt he will do the best for her. More...

Reviewed on Yell

26 May 2017

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. More...

Reviewed on Google Maps

28 March 2017

I had a stocks and shares ISA set up in 2006 but it hadn’t been doing very well and I had not been contacted at any point by my financial advisor to review it . 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 performing managed platform with 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 as well as cheaper in addition to 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. More...

Reviewed on Yell

20 March 2017

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.
More...

Reviewed on Google Maps

Services

At Hall-Ward IFA, we provide access to a comprehensive range of mortgages for all scenarios such as First time buyers, Home movers, Further borrowing, Remortgaging, mortgages for the self-employed and Buy to Lets.

We are not linked to a specific lender and have access to many mortgage deals including those available only to brokers. We carefully look for the most appropriate and cost-effective option for you.

Whether you are investing for the first time or looking to review your portfolio we will meet with you to discuss a strategy that meets your needs and that is tailored to your circumstances. Our experience allows us to make recommendations to help you achieve your goals.

Planning for your retirement is ideally started well in advance but it's never too late. If you have any existing provision we can review this and then make suggestions for your situation.

We advise on buildings & contents insurance, critical illness cover, income protection and life assurance.

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