“We have been clients of Halen Wealth since its inception in 2019. Prior to that, Jake had been our Financial Adviser for many years when he worked for one of the UK national advisors. We decided to move our business to Halen Wealth because we valued Jake’s professionalism and customer focused approach to our specific needs. 

We are long term investors. Without doubt, Jake’s expert knowledge of the financial and investment markets has been of considerable benefit to us in building up a diverse and valuable range of investments over the years which we expect will serve us well, now that we have both retired from full time business. We appreciate the options that are offered to us and the ongoing monitoring of our portfolio together with the speed in which Halen Wealth can act when required.

We expect to remain clients of Jake for many years to come.”

“We chose Halen Wealth because we prefer a personal service where we’re able to discuss our financial situation securely. Good service and reasonable fees are another reason that we have been with them from the beginning. Halen Wealth has taken good care of our investments through difficult times and we continue to be very pleased with the results.”

“I have known Jake for over 17 years as my financial adviser, he has always been honest and truthful and given me excellent advice. I have no hesitation in recommending Mr Lowry as an excellent adviser.”