Hall & Costello Wealth Management Ltd, Senior Partner Practice of St. James's Place
Financial Services - Maidstone, Kent, N/A
Hall & Costello Wealth Management Ltd, Senior Partner Practice of St. James's Place Employees
Hall & Costello Wealth Management Ltd, Senior Partner Practice of St. James's Place Details
Hall & Costello was founded as a Partner Practice of St. James's Place Wealth Management to give financial advice to clients looking to grow, protect or better manage their wealth.We understand that few people have the time to manage their finances, however big or small, but at Hall & Costello, we live and breathe wealth management.Our aim at the start, as it is now, is to offer a personal and bespoke service to our clients regardless of investment value – to help them plan for their best future.Our services include:Investment PlanningRetirement PlanningInheritance Tax & Estate PlanningProtecting You and Your FamilyCorporate Services (e.g. Directors pensions, Employee benefits)Savings (e.g. ISAs)MortgagesWe get to know our clients, understand their current finances and future needs and look to enhance their wealth in the best ways possible. You can rest assured that we have our finger on the pulse and will not only invest your money wisely but will work with you on an on-going basis to ensure that your investment continues to be the best one through evolving financial landscapes and changing personal goals. Most new clients are referred to us by an existing client – something we are very proud of and confirms that our personal service is welcomed by those who choose to trust us with their finances.Our service is seamless and professional, and advice is offered from our qualified and hand-picked staff, chosen for their strong ethical values, personable nature and proven track record in the industry.Each client is individual, so we take the time to offer a range of options which best suit their own unique needs and circumstances – no two clients are the same.It's a long-term relationship we have with our clients because we keep an eye on their investments over many years, steering them through both personal and economic financial changes.Please do book a complimentary, no obligation, financial review with us.
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