Hall-Ward IFA
Financial Services in Mansfield, Nottinghamshire
Hall-Ward IFA is a trusted independent financial advisory firm based in Mansfield, Nottinghamshire, providing personalised financial planning and wealth management services to individuals, families, and business owners across Nottinghamshire, Derbyshire, Lincolnshire, South Yorkshire and the surrounding areas.Established in 2016 by experienced advisers Gary Hall and Stuart Ward, Hall-Ward IFA was founded with a commitment to delivering clear, honest, and unbiased financial advice. With more than 20 years of financial services experience each, the directors have built a reputation for offering professional guidance tailored to the unique needs, goals, and circumstances of every client.
As fully independent financial advisers, Hall-Ward IFA is not tied to any specific provider, allowing the team to research the wider market and recommend solutions that are best suited to each client's objectives. Their comprehensive range of services includes investment planning, retirement and pension advice, inheritance tax planning, wealth preservation, protection planning, and long-term financial management.
The firm's client-focused approach begins with understanding individual aspirations and financial priorities before developing tailored recommendations designed to support both short-term goals and long-term financial security. Hall-Ward IFA prides itself on explaining complex financial matters in straightforward, jargon-free language, helping clients make informed decisions with confidence.
Beyond initial advice, Hall-Ward IFA provides ongoing reviews and support, ensuring financial plans remain aligned with changing circumstances and future ambitions. Whether clients are planning for retirement, growing their investments, protecting their family, or seeking to pass wealth efficiently to future generations, the team is committed to building lasting relationships based on trust, transparency, and exceptional service.
Based at Ransom Wood Business Park near Mansfield, Hall-Ward IFA combines local expertise with a personal approach, helping clients achieve greater financial clarity, confidence, and peace of mind through every stage of life.
Areas Served
- Mansfield, Newark, Nottingham, Hucknall, Alfreton, Sutton in Ashfield, Kirkby in Ashfield, Chesterfield, Derby, Lincoln, Sheffield
Business Details
- Year established: 2016
Social Profiles
Contact Details
Address
10 Ash House, Ransom Wood Business Park
Mansfield, Nottinghamshire
NG21 0HJ
Mansfield, Nottinghamshire
NG21 0HJ
Phone
Driving Directions
Products & Services
Pensions & Retirement Planning
read moreProviding expert and unbiased advice on pensions and retirement planning. A well thought out retirement plan is essential, we can review any existing provision and make recommendations to help you achieve your goals.
Investment Advice
read moreWe work with you exploring the investment opportunities available to ensure your money is working effectively for you.
Protection Plans
read moreIn what can often be an uncertain world we all want the peace of mind that should the worst happen our loved ones would be taken care of.
We will discuss with you the many ways you can protect you and your family and understand these options, planning for a range of events such as death, diagnosis of a serious illness or the impact of a loss of income due to accident or sickness.
In addition, we can offer advice to business clients in relation to key person and shareholder protection to ensure that in the event of death or serious illness the impact to the business and surviving shareholders is minimised.
We will discuss with you the many ways you can protect you and your family and understand these options, planning for a range of events such as death, diagnosis of a serious illness or the impact of a loss of income due to accident or sickness.
In addition, we can offer advice to business clients in relation to key person and shareholder protection to ensure that in the event of death or serious illness the impact to the business and surviving shareholders is minimised.
Testimonials
Vee Seewoochurn
read moreI had a stocks and shares ISA set up in 2006 but it hadnt been doing very well and I had not been kept up to date by my financial advisor since set up.
Stuart at Hall-Ward IFA took a look at it and immediately identified it was underperforming and that any interest it was earning was swallowed up in fees. He has now moved it to a much better managed platform with much lower fees. The changeover has been handled with efficiency and professionalism and he will arrange to meet yearly to discuss the progress and suggest changes if needed.
Stuart has also done a great job of advising and changing over my life insurance policies to something more comprehensive and cheaper as well as setting up a private pension. He has kept in contact throughout the application process and been able to meet at a convenient time for myself to go through any paperwork.
All in all I am extremely happy with the service and would highly recommend Hall-Ward IFA.
Stuart at Hall-Ward IFA took a look at it and immediately identified it was underperforming and that any interest it was earning was swallowed up in fees. He has now moved it to a much better managed platform with much lower fees. The changeover has been handled with efficiency and professionalism and he will arrange to meet yearly to discuss the progress and suggest changes if needed.
Stuart has also done a great job of advising and changing over my life insurance policies to something more comprehensive and cheaper as well as setting up a private pension. He has kept in contact throughout the application process and been able to meet at a convenient time for myself to go through any paperwork.
All in all I am extremely happy with the service and would highly recommend Hall-Ward IFA.
Reviews Write a Review
Ben Vickers
Jun 05, 2024
I cant recommend Hall Ward enough, and particularly Catherine as a Mortgage Advisor.
Catherine helped me find the right mortgage that suited my needs, in a time where the house market felt quite unpredictable. Catherine made the process of applying for my mortgage feel incredibly straight forward. Her expert advice was invaluable, especially with being a first time buyer. Catherine took time to ensure I was well-informed every step of the way, and was always approachable to answer any questions I had throughout the process.
Catherine helped me find the right mortgage that suited my needs, in a time where the house market felt quite unpredictable. Catherine made the process of applying for my mortgage feel incredibly straight forward. Her expert advice was invaluable, especially with being a first time buyer. Catherine took time to ensure I was well-informed every step of the way, and was always approachable to answer any questions I had throughout the process.
Value for Money
Service & Support
Quality
Location
James Carroll
Jan 19, 2024
I contacted Hall Ward IFA in order to seek the best mortgage possible during this time of economic uncertainty, my parents have invested and had financial advice with them for many years. So felt really comfortable in making contact. I was put in touch with Catherine who discussed our options and what was best for us suffice to say we were happy with the deal that was found and will continue with them when the time comes around again. Would highly recommend.
Value for Money
Service & Support
Quality
Location
Melissa Hobson
Feb 08, 2023
I'm so glad Catherine was recommended to me as my mortgage broker. She was friendly, helpful and clear thoughout the process. I felt she really listened to my needs & concerns and always made sure we were going down the best route for my circumstances. Thanks Catherine for helping me get into my new home!
Value for Money
Service & Support
Quality
Location
From Website
Hall-Ward IFA
read moreWe continue to be here for our clients during these unprecedented times. We understand that more than ever people will be needing financial advice and as such we are committed to delivering this with the health and safety of everyone in mind. In the interim we have put measures in place to be able to complete appointments remotely while restrictions are in place and we are following government guidelines to ensure we can continue to deliver our services with the same exceptional standards you have come to expect.
About Us
read moreHall-Ward IFA is the culmination of many years' experience with the desire to create and deliver an uncompromising approach to customer service providing advice that is clear and easy to understand. Both directors Gary Hall and Stuart Ward have a wealth of experience, each individually accrued over the last 20 years whilst working for Nationwide Building Society and share a passion for financial services and the difference that can be made to individuals and families alike. Firstly, we will meet to discuss your objectives and how these can support your financial and personal aspirations for the future.
Pension Advice Mansfield & Nottingham
read moreThe constantly changing pension landscape, along with the shifting economic climate and improved life expectancy, means any choices made now could have a significant impact at retirement. It is essential to receive expert and professional pension advice on your plans and requirements, especially in an ever changing world of legislation. If you need to set up new plans or reassess existing retirement planning strategies, Hall-Ward can assist with ways to help you make the most of your retirement opportunities.
Income Protection
read moreAre you worried about what might happen if you become ill or lose your job? Income protection insurance could offer you and your family peace of mind. If you are unable to work due to an accident or illness, income protection will give you a regular income. Income protection plans normally pay out until the end date of the policy which is usually your retirement date. Income protection is suitable for anyone that is working, whether they are employed or self-employed. Income Protection policies will normally pay out subject to terms and conditions if the insured is not in a position to continue work.