Hardy Halls

Chartered Financial Planner – Financial Planning Director

Professionally

Hardy has worked in financial services since 2000 and has been a Chartered Financial Planner for nearly 15 years. As a trusted financial advisor in Bedford, he has developed extensive expertise in Inheritance Tax (IHT) planning, Trusts, Investment Solutions and Lifestyle Planning, always with a focus on meeting the unique needs and objectives of his clients.

He prides himself on guiding individuals and families through complex financial decisions by developing holistic solutions that safeguard wealth, plan for retirement and preserve legacies for future generations. As an experienced financial planner in Bedford, Hardy believes ongoing guidance is essential, particularly given the changing legislative landscape and economic conditions.

Providing clear, practical financial advice in Bedford and surrounding areas, Hardy adopts a proactive approach to help clients navigate life’s transitions, giving them confidence and peace of mind at every stage of their financial journey.

 

Specialisms

  • Inheritance Tax (IHT) planning
  • Trusts
  • Investment Solutions and Lifestyle Planning

qualifications

  • Associate of the Personal Finance Society (APFS)
  • Affiliate of the Society of Trust and Estate Practitioners (STEP)

Personally

Outside of work, Hardy likes to cycle and attend his CrossFit gym as often as possible.

Hardy in the spotlight

An interesting fact about me is....
I play the guitar!
London regional office:
Craven Street Wealth
Suite G08-G09
Temple Chambers
3-7 Temple Avenue
EC4Y 0DP
Kent regional office:
Craven Street Wealth
Graylaw House
20 - 22 Watling Street
Canterbury
Kent
CT1 2UA
Sussex regional office:
Craven Street Wealth
Springfield House
Springfield Road
Horsham
West Sussex
RH12 2RG
Bedfordshire regional office:
Craven Street Wealth
Bedford I Lab
The Innovation Centre
Stannard Way
Priory Business Park
Bedford
MK44 3RZ
Dorset regional office:
Craven Street Wealth
Ground Floor
Unit 7 Winchester Place
North Street
Poole
BH15 1NX
Oxfordshire regional office:
Craven Street Wealth
Seacourt Tower
West Way
Oxford
OX2 0JJ

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