Working hard to secure your financial future
Provider of Independent Financial Advice
At Halen Wealth we offer a truly independent financial service, committed to putting our clients at the heart of everything we do. We pride ourselves in building long-term relationships and offering clear and honest advice and planning to help you achieve your investment goals. Your finances are key to leading to a better quality of life and you can trust in Halen Wealth to help you all the way.
Helpful.
Halen Wealth have your best interests at heart, listening to your needs in order to offer the most appropriate financial products for your personal circumstances.
Honest.
Our approach is open and honest, ensuring complete clarity so you can fully trust we are recommending the financial products that are best suited to you, and not what best suits us.
Human.
We pride ourselves on our down to earth, approachable and caring nature by taking time to get to know our clients. By ensuring we understand your long-term goals we can help you plan for a secure future.
Our Services
Planning.
It’s important to consider financial planning for the long-term to provide and protect you and your family. The future is uncertain and we want you to be prepared as possible.
Investments.
Our services are designed to help grow wealth, provide for future needs, and to protect yourself against unexpected expenditure, events and inflation.
Pensions.
We specialise in explaining and recommending the best pension for you, enabling you to save enough money so you can live comfortably in retirement.
Family protection.
It’s important to consider financial planning for the long-term to provide and protect you and your family. The future is uncertain and we want you to be prepared as possible.
Inheritance tax.
With the correct advice and careful planning, there are a number of ways to mitigate inheritance Tax and ensure that your loved ones will benefit from your assets.
Our Fees
At Halen Wealth we are upfront and transparent with how much we charge for our services.
The initial meeting and consultation are an opportunity for us to get to know you and your current financial circumstances. No charges or fees will be made before discussion and agreement with you. We typically charge for advice on an hourly basis, there are however, circumstances where we may feel a fixed fee would be more appropriate.
If you require ongoing advice and monitoring of investments through Halen Wealth, there are ongoing charges which are variable dependent on the size of funds invested.