Financial Planning & Advice

We’ve been offering financial advice and planning to clients across Nottinghamshire since 1983 and over that time, we’ve seen a wide range of varying financial circumstances and requirements.

Independent Financial Advice

We research and consider the full spectrum of investment products and opportunities before making any recommendations. Taking into consideration your current arrangements, circumstances and goals, we tailor a strategy to ensure the financial advice we give and your financial planning is aimed at yielding the results you need it to.

Free initial consultation

We invite you for a free initial financial planning meeting, where we can get a feel for your aspirations and financial story, and you can get to know us.

READ MORE

Our Approach

Our reputation isn’t built on our years of knowledge alone, it’s also built on service – our advice is completely impartial and we treat you as an individual. Whilst our service has developed over the last 40 years, our key principle has always remained the same; we deliver knowledgeable advice in a friendly way that’s easy to understand, using the best technology in the market, with an old-fashioned, common sense approach. We don’t insist on dealing with you over email or via post, quite the opposite. We much prefer the opportunity to sit down with you and discuss your requirements and concerns in person, to ensure that you feel reassured that your finances are in order.

We use a market leading research company, based in the financial centre of London, to provide insights into the portfolios best suited to your needs. Not only does this happen before you join us, but once you are with us, they constantly review performance and provide us with up-to-date data to allow us to manage your investments to give the best return.

Financial Planning

Just as no two fingerprints are the same, no two clients are either. We offer independent, impartial financial planning, tailoring a strategy specifically towards what you tell us is important to you.

The first time we meet you we will sit down together and discuss your current finances, your aims and goals for the future and any concerns you may currently have. We’ll then take that information and assess your options and requirements. Taking a holistic look at your finances, allows us to put together a plan that meets all of your planning objectives, looking at your situation from your perspective – everything is individual to you, the client.

As well as creating and implementing your financial strategy, we regularly review the progress and results from your investments and planning to ensure your finances are meeting your goals.

Investment Advice

At Park Hall, we start by assessing your current situation and explaining anything you are unclear about so you know exactly where you stand before we even think about making any recommendations. We review any existing investments, before researching and collating relevant information to produce a report for you, based on your needs. Only then do you have to make a decision on whether to use us or continue as you were?

Please Note - Free Advice extends only to the initial meeting, and thereafter any fees payable for services and advice will be agreed with the client.