Hall-Ward IFA

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.

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!

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!

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.

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.

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.

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

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!

We recently used Hall Ward IFA to help re-mortgage a rental property and arrange some life insurance. they had excellent customer service, and we're really happy with the results. I would definitely recommend Hall Ward IFA!

Customer@Mansfield. Just had Hall-Ward IFA sort out my retirement pensions. Stuart Ward did the work for us and, an excellent job he has done as well. Three separate pensions (none of which were draw-down) combined into one. Job sorted. Stuart is extremally professional and knowledgeable while nothing seems too much trouble for him. Minimum of fuss and a really quick turn around on the work that needed doing. Ongoing, Stuart will keep an eye on my portfolio and I am happy to trust him to let me know if anything needs adjusting, not to mention the yearly reviews. My wife and I highly recommend Hall-Ward IFA and Stuart Ward in particular.

Excellent experience. Right from initial engagement, it was clear that Hall-Ward are a business that care deeply about their clients. I would recommend unreservedly

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

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

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.

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.

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.