Hallmark Financial Planning Ltd. is a family run Independent Financial Adviser (IFA) based in Sutton in Surrey, and covering London and the South East of England. Our IFA has over 25 years experience in the Financial Services Industry and our aim is to provide the highest standard of service for our clients.We believe in building long term relationships with our clients whilst covering all aspects of their financial planning and taking into account their individual needs.
All charges for our services, are fully discussed at our first meeting for which there is no charge.
The technology and processes we employ mean that your portfolio is customised and managed, to meet your specific needs and aspirations. We are committed to adding real value and continuously monitor and review all of your investments as well as engaging with you by means of regular, open communication.
We can also advise on issues that directly affect your dependants - such as school
fees, life assurance and inheritance tax - as well as providing advice to your individual
family members regarding their own particular requirements.